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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 | $740,381 | $212,386+248.6% | $199,883+270.4% | $138,895+433.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 19.73% | 47.75%-28.0pp | 43.81%-24.1pp | 145.39%-125.7pp |
| Employer contribution / active EE | $23,061 | $6,625+248.1% | $6,261+268.3% | $4,194+449.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,192 | $18,233-88.0% | $17,268-87.3% | $12,562-82.6% |