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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 | $612,123 | $172,111+255.7% | $150,298+307.3% | $137,256+346.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.30% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,359 | $4,636-70.7% | $4,154-67.3% | $4,156-67.3% |
| Participant deferral / active EE | $3,782 | $6,166-38.7% | $5,453-30.6% | $6,407-41.0% |
| Admin fee / account holder | $62,071 | $16,471+276.8% | $14,116+339.7% | $12,270+405.9% |