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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 | $472,294 | $209,428+125.5% | $178,498+164.6% | $158,950+197.1% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 22.56% | 188.78%-166.2pp | 151.09%-128.5pp | 302.91%-280.4pp |
| Employer contribution / active EE | $2,838 | $5,707-50.3% | $5,011-43.4% | $4,762-40.4% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+25.0% | $5,983+8.6% |
| Admin fee / account holder | $23,644 | $17,077+38.5% | $13,985+69.1% | $11,248+110.2% |