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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 | $506,987 | $148,582+241.2% | $135,942+272.9% | $139,456+263.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 18.89% | 79.26%-60.4pp | 68.28%-49.4pp | 373.45%-354.6pp |
| Employer contribution / active EE | $3,809 | $5,245-27.4% | $4,858-21.6% | $4,753-19.9% |
| Participant deferral / active EE | $9,050 | $8,101+11.7% | $7,759+16.6% | $6,711+34.9% |
| Admin fee / account holder | $5,989 | $12,402-51.7% | $10,764-44.4% | $11,407-47.5% |