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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 | $578,489 | $225,673+156.3% | $203,872+183.8% | $155,188+272.8% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 13.07% | 95.91%-82.8pp | 85.11%-72.0pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,360 | $4,099-42.4% | $3,757-37.2% | $4,248-44.4% |
| Participant deferral / active EE | $13,840 | $6,893+100.8% | $6,388+116.7% | $6,531+111.9% |
| Admin fee / account holder | $41,310 | $12,327+235.1% | $11,730+252.2% | $14,480+185.3% |