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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 | $637,591 | $183,627+247.2% | $155,602+309.8% | $145,978+336.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.08% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,574 | $5,316-51.6% | $4,675-44.9% | $4,662-44.8% |
| Participant deferral / active EE | $7,172 | $6,466+10.9% | $5,629+27.4% | $6,690+7.2% |
| Admin fee / account holder | $36,541 | $19,327+89.1% | $15,923+129.5% | $13,400+172.7% |