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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 | $495,210 | $111,814+342.9% | $93,654+428.8% | $145,959+239.3% |
| Participation rate | 41.2% | 74.2%-33.0pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 21.14% | 203.30%-182.2pp | 133.34%-112.2pp | 561.95%-540.8pp |
| Employer contribution / active EE | $3,206 | $3,092+3.7% | $2,421+32.4% | $4,661-31.2% |
| Participant deferral / active EE | $6,774 | $4,914+37.8% | $4,413+53.5% | $6,689+1.3% |
| Admin fee / account holder | $1,765 | $10,246-82.8% | $8,282-78.7% | $13,398-86.8% |