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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 | $539,995 | $183,539+194.2% | $155,556+247.1% | $145,897+270.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.75% | 61.31%-37.6pp | 64.84%-41.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $2,613 | $5,315-50.8% | $4,675-44.1% | $4,663-44.0% |
| Participant deferral / active EE | $7,655 | $6,467+18.4% | $5,631+35.9% | $6,689+14.4% |
| Admin fee / account holder | $730 | $19,275-96.2% | $15,885-95.4% | $13,390-94.5% |