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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 | $623,269 | $183,539+239.6% | $155,556+300.7% | $145,897+327.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.89% | 61.31%-45.4pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,794 | $5,315-66.2% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $13,365 | $6,467+106.7% | $5,631+137.4% | $6,689+99.8% |
| Admin fee / account holder | $13,657 | $19,275-29.1% | $15,885-14.0% | $13,390+2.0% |