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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $931,435 | $156,398+495.6% | $147,318+532.3% | $138,895+570.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 13.79% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $3,411 | $4,853-29.7% | $4,593-25.7% | $4,194-18.7% |
| Participant deferral / active EE | $7,080 | $8,237-14.1% | $7,906-10.5% | $6,396+10.7% |
| Admin fee / account holder | $4,219 | $14,976-71.8% | $13,708-69.2% | $12,562-66.4% |