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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 | $499,569 | $88,815+462.5% | $81,882+510.1% | $145,897+242.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 14.72% | 1033.75%-1019.0pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,970 | $3,086-36.2% | $2,916-32.4% | $4,663-57.7% |
| Participant deferral / active EE | $5,625 | $4,647+21.0% | $4,323+30.1% | $6,689-15.9% |
| Admin fee / account holder | $386 | $8,434-95.4% | $7,360-94.8% | $13,390-97.1% |