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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 | $552,366 | $169,356+226.2% | $129,406+326.8% | $145,897+278.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 21.05% | 14418.62%-14397.6pp | 9468.18%-9447.1pp | 552.29%-531.2pp |
| Employer contribution / active EE | $648 | $5,542-88.3% | $4,155-84.4% | $4,663-86.1% |
| Participant deferral / active EE | $7,560 | $4,987+51.6% | $4,167+81.4% | $6,689+13.0% |
| Admin fee / account holder | $2,801 | $9,915-71.8% | $7,689-63.6% | $13,390-79.1% |