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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 | $766,718 | $178,174+330.3% | $156,181+390.9% | $137,256+458.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.81% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,192 | $4,972-35.8% | $4,294-25.7% | $4,156-23.2% |
| Participant deferral / active EE | $10,801 | $6,888+56.8% | $6,132+76.1% | $6,407+68.6% |
| Admin fee / account holder | $11,961 | $17,404-31.3% | $14,586-18.0% | $12,270-2.5% |