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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 | $568,722 | $183,539+209.9% | $155,556+265.6% | $145,897+289.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.28% | 61.31%-38.0pp | 64.84%-41.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $3,163 | $5,315-40.5% | $4,675-32.3% | $4,663-32.2% |
| Participant deferral / active EE | $10,528 | $6,467+62.8% | $5,631+87.0% | $6,689+57.4% |
| Admin fee / account holder | $22,782 | $19,275+18.2% | $15,885+43.4% | $13,390+70.1% |