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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 | $499,105 | $217,432+129.5% | $185,849+168.6% | $167,536+197.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 17.86% | 148.42%-130.6pp | 122.10%-104.2pp | 478.82%-461.0pp |
| Employer contribution / active EE | $4,637 | $5,875-21.1% | $5,169-10.3% | $4,839-4.2% |
| Participant deferral / active EE | $7,750 | $6,357+21.9% | $5,569+39.2% | $6,342+22.2% |
| Admin fee / account holder | $3,314 | $19,818-83.3% | $16,244-79.6% | $12,315-73.1% |