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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 | $388,314 | $169,356+129.3% | $129,406+200.1% | $145,897+166.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 14.53% | 14418.62%-14404.1pp | 9468.18%-9453.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $16,488 | $5,542+197.5% | $4,155+296.8% | $4,663+253.6% |
| Participant deferral / active EE | $18,037 | $4,987+261.7% | $4,167+332.8% | $6,689+169.6% |
| Admin fee / account holder | $2,427 | $9,915-75.5% | $7,689-68.4% | $13,390-81.9% |