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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 | $879,205 | $124,346+607.1% | $111,308+689.9% | $167,536+424.8% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 13.82% | 37.45%-23.6pp | 54.67%-40.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,135 | $3,437-67.0% | $2,732-58.4% | $4,839-76.5% |
| Participant deferral / active EE | $9,318 | $5,182+79.8% | $4,487+107.6% | $6,342+46.9% |
| Admin fee / account holder | $19,194 | $10,621+80.7% | $7,965+141.0% | $12,315+55.9% |