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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 | $673,087 | $165,399+306.9% | $149,745+349.5% | $158,982+323.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 30.09% | 348.34%-318.2pp | 276.72%-246.6pp | 302.99%-272.9pp |
| Employer contribution / active EE | $4,354 | $5,105-14.7% | $4,646-6.3% | $4,763-8.6% |
| Participant deferral / active EE | $6,862 | $7,183-4.5% | $6,843+0.3% | $5,983+14.7% |
| Admin fee / account holder | $660 | $10,811-93.9% | $9,312-92.9% | $11,252-94.1% |