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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 | $506,963 | $183,539+176.2% | $155,556+225.9% | $145,897+247.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.64% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $6,222 | $5,315+17.1% | $4,675+33.1% | $4,663+33.4% |
| Participant deferral / active EE | $4,431 | $6,467-31.5% | $5,631-21.3% | $6,689-33.8% |
| Admin fee / account holder | $4,460 | $19,275-76.9% | $15,885-71.9% | $13,390-66.7% |