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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 | $561,712 | $165,381+239.6% | $149,730+275.1% | $158,966+253.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.04% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,760 | $5,104-45.9% | $4,645-40.6% | $4,762-42.0% |
| Participant deferral / active EE | $6,580 | $7,182-8.4% | $6,843-3.8% | $5,983+10.0% |
| Admin fee / account holder | $3,826 | $10,809-64.6% | $9,310-58.9% | $11,250-66.0% |