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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 | $795,646 | $172,111+362.3% | $150,298+429.4% | $137,256+479.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.57% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $14,813 | $4,636+219.5% | $4,154+256.6% | $4,156+256.4% |
| Participant deferral / active EE | $15,115 | $6,166+145.1% | $5,453+177.2% | $6,407+135.9% |
| Admin fee / account holder | $7,075 | $16,471-57.0% | $14,116-49.9% | $12,270-42.3% |