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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 | $555,645 | $162,136+242.7% | $152,301+264.8% | $154,746+259.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 13.22% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,467 | $4,890-29.1% | $4,624-25.0% | $4,379-20.8% |
| Participant deferral / active EE | $5,833 | $8,341-30.1% | $8,004-27.1% | $6,730-13.3% |
| Admin fee / account holder | $6,946 | $15,759-55.9% | $14,398-51.8% | $14,365-51.6% |