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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 | $669,281 | $183,592+264.5% | $155,574+330.2% | $145,877+358.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 25.68% | 61.37%-35.7pp | 64.87%-39.2pp | 551.28%-525.6pp |
| Employer contribution / active EE | $1,805 | $5,317-66.1% | $4,676-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $700 | $19,316-96.4% | $15,914-95.6% | $13,402-94.8% |