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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 | $574,652 | $183,627+212.9% | $155,602+269.3% | $145,978+293.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.48% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,313 | $5,316-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $7,102 | $6,466+9.8% | $5,629+26.2% | $6,690+6.2% |
| Admin fee / account holder | $3,573 | $19,327-81.5% | $15,923-77.6% | $13,400-73.3% |