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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 | $857,481 | $228,352+275.5% | $185,835+361.4% | $158,966+439.4% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 13.17% | 40.81%-27.6pp | 35.96%-22.8pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,500 | $6,416+48.1% | $5,633+68.6% | $5,983+58.8% |
| Admin fee / account holder | $7,569 | $11,867-36.2% | $9,502-20.3% | $11,250-32.7% |