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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 | $698,566 | $198,457+252.0% | $170,435+309.9% | $147,586+373.3% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 22.13% | 257.30%-235.2pp | 205.94%-183.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $7,379 | $6,183+19.3% | $5,432+35.8% | $4,876+51.3% |
| Participant deferral / active EE | $3,820 | $5,629-32.1% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $61,556 | $16,852+265.3% | $13,881+343.5% | $10,886+465.5% |