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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 | $185,312+395.8% | $161,489+468.9% | $154,746+493.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.46% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,941 | $4,769-38.3% | $4,268-31.1% | $4,379-32.8% |
| Participant deferral / active EE | $5,846 | $6,350-7.9% | $5,630+3.8% | $6,730-13.1% |
| Admin fee / account holder | $16,373 | $18,654-12.2% | $16,006+2.3% | $14,365+14.0% |