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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 | $706,607 | $183,516+285.0% | $155,534+354.3% | $145,884+384.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.84% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,686 | $5,315-68.3% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $5,630-9.7% | $6,690-24.0% |
| Admin fee / account holder | $1,515 | $19,293-92.1% | $15,900-90.5% | $13,392-88.7% |