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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 | $678,220 | $156,398+333.7% | $147,318+360.4% | $138,895+388.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.62% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,320 | $4,853-11.0% | $4,593-5.9% | $4,194+3.0% |
| Participant deferral / active EE | $19,050 | $8,237+131.3% | $7,906+140.9% | $6,396+197.8% |
| Admin fee / account holder | $7,117 | $14,976-52.5% | $13,708-48.1% | $12,562-43.3% |