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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 | $554,344 | $201,264+175.4% | $184,185+201.0% | $145,978+279.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 41.52% | 29.00%+12.5pp | 28.81%+12.7pp | 550.52%-509.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,703 | $9,806+29.5% | $9,132+39.1% | $6,690+89.9% |
| Admin fee / account holder | $8,676 | $16,376-47.0% | $13,909-37.6% | $13,400-35.3% |