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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 | $596,043 | $183,592+224.7% | $155,574+283.1% | $145,877+308.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 27.97% | 61.37%-33.4pp | 64.87%-36.9pp | 551.28%-523.3pp |
| Employer contribution / active EE | $2,073 | $5,317-61.0% | $4,676-55.7% | $4,663-55.5% |
| Participant deferral / active EE | $4,146 | $6,466-35.9% | $5,629-26.4% | $6,691-38.0% |
| Admin fee / account holder | $5,184 | $19,316-73.2% | $15,914-67.4% | $13,402-61.3% |