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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 | $155,555+434.8% | $146,866+466.5% | $155,188+436.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.76% | 115.41%-101.7pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,125 | $4,647-11.2% | $4,425-6.8% | $4,248-2.9% |
| Participant deferral / active EE | $18,850 | $8,044+134.3% | $7,759+142.9% | $6,531+188.6% |
| Admin fee / account holder | $121,110 | $14,755+720.8% | $13,620+789.2% | $14,480+736.4% |