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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 | $781,109 | $183,592+325.5% | $155,574+402.1% | $145,877+435.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.52% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,769 | $5,317-47.9% | $4,676-40.8% | $4,663-40.6% |
| Participant deferral / active EE | $5,756 | $6,466-11.0% | $5,629+2.3% | $6,691-14.0% |
| Admin fee / account holder | $3,873 | $19,316-79.9% | $15,914-75.7% | $13,402-71.1% |