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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 | $537,215 | $100,938+432.2% | $90,461+493.9% | $158,982+237.9% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | 12.46% | 1727.20%-1714.7pp | 1294.76%-1282.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $1,120 | $3,691-69.7% | $3,264-65.7% | $4,763-76.5% |
| Participant deferral / active EE | $1,667 | $4,350-61.7% | $3,964-58.0% | $5,983-72.1% |
| Admin fee / account holder | $4,522 | $6,510-30.5% | $5,617-19.5% | $11,252-59.8% |