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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 | $831,966 | $154,228+439.4% | $145,433+472.1% | $137,256+506.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.76% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,125 | $4,804-14.1% | $4,554-9.4% | $4,156-0.7% |
| Participant deferral / active EE | $18,850 | $8,216+129.4% | $7,897+138.7% | $6,407+194.2% |
| Admin fee / account holder | $121,110 | $14,344+744.4% | $13,129+822.5% | $12,270+887.0% |