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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 | $607,453 | $100,911+502.0% | $90,440+571.7% | $158,966+282.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 25.68% | 1726.62%-1700.9pp | 1294.38%-1268.7pp | 302.95%-277.3pp |
| Employer contribution / active EE | $2,912 | $3,690-21.1% | $3,263-10.8% | $4,762-38.9% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,964+64.0% | $5,983+8.6% |
| Admin fee / account holder | $6,583 | $6,507+1.2% | $5,615+17.2% | $11,250-41.5% |