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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 | $559,677 | $157,276+255.9% | $141,177+296.4% | $152,885+266.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 23.53% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $6,222 | $5,262+18.3% | $4,736+31.4% | $4,763+30.6% |
| Participant deferral / active EE | $3,694 | $7,110-48.0% | $6,710-44.9% | $5,851-36.9% |
| Admin fee / account holder | $4,998 | $12,123-58.8% | $10,263-51.3% | $11,598-56.9% |