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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 | $926,933 | $295,923+213.2% | $239,403+287.2% | $382,429+142.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.2%-15.5pp | 87.7%-21.1pp |
| Annual return | 30.55% | 1.75%+28.8pp | 3.34%+27.2pp | 248.85%-218.3pp |
| Employer contribution / active EE | $0 | $5,859-100.0% | $4,656-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $36,755 | $26,025+41.2% | $21,121+74.0% | $30,732+19.6% |