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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 | $918,780 | $172,111+433.8% | $150,298+511.3% | $137,256+569.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,941 | $4,636-36.6% | $4,154-29.2% | $4,156-29.2% |
| Participant deferral / active EE | $5,846 | $6,166-5.2% | $5,453+7.2% | $6,407-8.8% |
| Admin fee / account holder | $16,373 | $16,471-0.6% | $14,116+16.0% | $12,270+33.4% |