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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 | $618,907 | $148,623+316.4% | $135,974+355.2% | $139,466+343.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 27.04% | 79.30%-52.3pp | 68.30%-41.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $13,833 | $5,246+163.7% | $4,859+184.7% | $4,754+191.0% |
| Participant deferral / active EE | $9,801 | $8,103+21.0% | $7,760+26.3% | $6,712+46.0% |
| Admin fee / account holder | $57,856 | $12,406+366.4% | $10,767+437.4% | $11,409+407.1% |