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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 | $666,367 | $70,366+847.0% | $66,674+899.4% | $138,895+379.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 13.56% | 386.41%-372.8pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $963 | $2,765-65.2% | $2,620-63.3% | $4,194-77.0% |
| Participant deferral / active EE | $6,521 | $4,374+49.1% | $4,084+59.7% | $6,396+1.9% |
| Admin fee / account holder | $2,434 | $5,262-53.7% | $5,098-52.3% | $12,562-80.6% |