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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 | $633,806 | $183,539+245.3% | $155,556+307.4% | $145,897+334.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 27.22% | 61.31%-34.1pp | 64.84%-37.6pp | 552.29%-525.1pp |
| Employer contribution / active EE | $1,098 | $5,315-79.3% | $4,675-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $10,018 | $6,467+54.9% | $5,631+77.9% | $6,689+49.8% |
| Admin fee / account holder | $1,947 | $19,275-89.9% | $15,885-87.7% | $13,390-85.5% |