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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 | $169,237+226.4% | $129,339+327.1% | $145,978+278.4% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 21.05% | 14364.43%-14343.4pp | 9437.05%-9416.0pp | 550.52%-529.5pp |
| Employer contribution / active EE | $648 | $5,540-88.3% | $4,154-84.4% | $4,662-86.1% |
| Participant deferral / active EE | $7,560 | $4,991+51.5% | $4,170+81.3% | $6,690+13.0% |
| Admin fee / account holder | $2,801 | $9,882-71.7% | $7,668-63.5% | $13,400-79.1% |