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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 | $573,176 | $185,312+209.3% | $161,489+254.9% | $154,746+270.4% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 18.70% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,728 | $6,350-25.5% | $5,630-16.0% | $6,730-29.8% |
| Admin fee / account holder | $1,103 | $18,654-94.1% | $16,006-93.1% | $14,365-92.3% |