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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 | $641,749 | $196,972+225.8% | $182,262+252.1% | $198,609+223.1% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,648 | $5,364-32.0% | $5,046-27.7% | $5,055-27.8% |
| Participant deferral / active EE | $7,538 | $8,643-12.8% | $8,276-8.9% | $6,977+8.0% |
| Admin fee / account holder | $12,287 | $18,429-33.3% | $16,712-26.5% | $19,030-35.4% |