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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 | $594,909 | $209,428+184.1% | $178,498+233.3% | $158,950+274.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 11.72% | 188.78%-177.1pp | 151.09%-139.4pp | 302.91%-291.2pp |
| Employer contribution / active EE | $2,679 | $5,707-53.1% | $5,011-46.5% | $4,762-43.7% |
| Participant deferral / active EE | $5,590 | $5,955-6.1% | $5,202+7.5% | $5,983-6.6% |
| Admin fee / account holder | $4,172 | $17,077-75.6% | $13,985-70.2% | $11,248-62.9% |