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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 | $839,619 | $183,592+357.3% | $155,574+439.7% | $145,877+475.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.40% | 61.37%-40.0pp | 64.87%-43.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $5,000 | $5,317-6.0% | $4,676+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $15,000 | $6,466+132.0% | $5,629+166.5% | $6,691+124.2% |
| Admin fee / account holder | $2,195 | $19,316-88.6% | $15,914-86.2% | $13,402-83.6% |