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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 | $544,505 | $132,634+310.5% | $115,768+370.3% | $137,256+296.7% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 15.92% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,301 | $3,360-31.5% | $2,940-21.7% | $4,156-44.6% |
| Participant deferral / active EE | $4,042 | $5,619-28.1% | $4,917-17.8% | $6,407-36.9% |
| Admin fee / account holder | $366 | $15,028-97.6% | $12,439-97.1% | $12,270-97.0% |