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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 | $811,315 | $183,516+342.1% | $155,534+421.6% | $145,884+456.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.62% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,650 | $5,315-69.0% | $4,675-64.7% | $4,662-64.6% |
| Participant deferral / active EE | $5,615 | $6,467-13.2% | $5,630-0.3% | $6,690-16.1% |
| Admin fee / account holder | $4,941 | $19,293-74.4% | $15,900-68.9% | $13,392-63.1% |