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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 | $852,255 | $227,291+275.0% | $214,702+296.9% | $155,188+449.2% |
| Participation rate | 16.7% | 88.0%-71.3pp | 87.5%-70.8pp | 80.8%-64.1pp |
| Annual return | 12.28% | 60.08%-47.8pp | 54.55%-42.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,812 | $6,772-73.2% | $6,461-72.0% | $4,248-57.4% |
| Participant deferral / active EE | $5,167 | $9,582-46.1% | $9,147-43.5% | $6,531-20.9% |
| Admin fee / account holder | $10,178 | $20,413-50.1% | $19,830-48.7% | $14,480-29.7% |