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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 | $504,940 | $175,259+188.1% | $149,723+237.2% | $139,487+262.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 19.59% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,292 | $5,478-58.2% | $4,821-52.5% | $4,755-51.8% |
| Participant deferral / active EE | $10,813 | $6,522+65.8% | $5,682+90.3% | $6,713+61.1% |
| Admin fee / account holder | $9,411 | $16,158-41.8% | $13,215-28.8% | $11,407-17.5% |