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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 | $812,916 | $148,623+447.0% | $135,974+497.8% | $139,466+482.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.99% | 79.30%-51.3pp | 68.30%-40.3pp | 373.66%-345.7pp |
| Employer contribution / active EE | $1,715 | $5,246-67.3% | $4,859-64.7% | $4,754-63.9% |
| Participant deferral / active EE | $8,906 | $8,103+9.9% | $7,760+14.8% | $6,712+32.7% |
| Admin fee / account holder | $74,958 | $12,406+504.2% | $10,767+596.2% | $11,409+557.0% |