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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 | $558,741 | $183,627+204.3% | $155,602+259.1% | $145,978+282.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.18% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,830 | $5,316-65.6% | $4,675-60.9% | $4,662-60.7% |
| Participant deferral / active EE | $13,388 | $6,466+107.1% | $5,629+137.8% | $6,690+100.1% |
| Admin fee / account holder | $12,638 | $19,327-34.6% | $15,923-20.6% | $13,400-5.7% |