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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 | $682,548 | $111,787+510.6% | $93,681+628.6% | $145,978+367.6% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 16.63% | 203.52%-186.9pp | 133.47%-116.8pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,004 | $3,093-35.2% | $2,422-17.2% | $4,662-57.0% |
| Participant deferral / active EE | $12,722 | $4,918+158.7% | $4,415+188.2% | $6,690+90.2% |
| Admin fee / account holder | $8,233 | $10,256-19.7% | $8,290-0.7% | $13,400-38.6% |