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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 | $212,386+301.3% | $199,883+326.4% | $138,895+513.6% |
| Participation rate | 16.7% | 87.4%-70.7pp | 86.8%-70.1pp | 79.9%-63.3pp |
| Annual return | 12.28% | 47.75%-35.5pp | 43.81%-31.5pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,812 | $6,625-72.7% | $6,261-71.1% | $4,194-56.8% |
| Participant deferral / active EE | $5,167 | $9,617-46.3% | $9,138-43.5% | $6,396-19.2% |
| Admin fee / account holder | $10,178 | $18,233-44.2% | $17,268-41.1% | $12,562-19.0% |