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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 | $511,629 | $289,211+76.9% | $260,467+96.4% | $198,609+157.6% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 19.22% | 112.90%-93.7pp | 100.60%-81.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,688 | $4,663-63.8% | $4,239-60.2% | $5,055-66.6% |
| Participant deferral / active EE | $6,126 | $6,812-10.1% | $6,319-3.1% | $6,977-12.2% |
| Admin fee / account holder | $10,644 | $16,236-34.4% | $15,461-31.2% | $19,030-44.1% |