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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 | $565,359 | $108,942+419.0% | $100,415+463.0% | $145,897+287.5% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 24.19% | 58.27%-34.1pp | 49.47%-25.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $7,750 | $4,422+75.3% | $3,943+96.6% | $4,663+66.2% |
| Participant deferral / active EE | $11,600 | $8,461+37.1% | $8,091+43.4% | $6,689+73.4% |
| Admin fee / account holder | $3,471 | $9,702-64.2% | $7,906-56.1% | $13,390-74.1% |