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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 | $700,747 | $183,539+281.8% | $155,556+350.5% | $145,897+380.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.18% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,859 | $5,315-65.0% | $4,675-60.2% | $4,663-60.1% |
| Participant deferral / active EE | $7,003 | $6,467+8.3% | $5,631+24.4% | $6,689+4.7% |
| Admin fee / account holder | $2,489 | $19,275-87.1% | $15,885-84.3% | $13,390-81.4% |