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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 | $615,055 | $209,425+193.7% | $178,499+244.6% | $158,966+286.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 14.02% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $2,619 | $5,707-54.1% | $5,011-47.7% | $4,762-45.0% |
| Participant deferral / active EE | $5,539 | $5,955-7.0% | $5,202+6.5% | $5,983-7.4% |
| Admin fee / account holder | $4,729 | $17,078-72.3% | $13,986-66.2% | $11,250-58.0% |