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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 | $991,486 | $182,442+443.5% | $163,379+506.9% | $138,895+613.8% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 31.16% | 72.74%-41.6pp | 63.41%-32.2pp | 145.39%-114.2pp |
| Employer contribution / active EE | $5,329 | $4,159+28.1% | $3,752+42.0% | $4,194+27.0% |
| Participant deferral / active EE | $12,751 | $6,817+87.1% | $6,282+103.0% | $6,396+99.4% |
| Admin fee / account holder | $62,741 | $10,396+503.5% | $9,818+539.1% | $12,562+399.4% |