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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 | $979,765 | $166,268+489.3% | $165,100+493.4% | $145,897+571.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.11% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,995 | $5,284-43.3% | $4,348-31.1% | $4,663-35.8% |
| Participant deferral / active EE | $13,385 | $6,964+92.2% | $6,035+121.8% | $6,689+100.1% |
| Admin fee / account holder | $27,861 | $16,659+67.2% | $12,696+119.5% | $13,390+108.1% |