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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 | $183,627+239.4% | $155,602+300.6% | $145,978+327.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.89% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,794 | $5,316-66.3% | $4,675-61.6% | $4,662-61.5% |
| Participant deferral / active EE | $13,365 | $6,466+106.7% | $5,629+137.4% | $6,690+99.8% |
| Admin fee / account holder | $13,657 | $19,327-29.3% | $15,923-14.2% | $13,400+1.9% |