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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 | $617,459 | $108,882+467.1% | $96,754+538.2% | $154,746+299.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 13.77% | 98.39%-84.6pp | 82.04%-68.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $5,489 | $3,018+81.9% | $2,679+104.9% | $4,379+25.3% |
| Participant deferral / active EE | $2,520 | $5,323-52.6% | $4,758-47.0% | $6,730-62.6% |
| Admin fee / account holder | $6,389 | $10,200-37.4% | $8,905-28.3% | $14,365-55.5% |