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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 | $169,336+226.2% | $129,384+326.9% | $145,884+278.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 21.05% | 14408.70%-14387.7pp | 9461.77%-9440.7pp | 551.85%-530.8pp |
| Employer contribution / active EE | $648 | $5,540-88.3% | $4,153-84.4% | $4,662-86.1% |
| Participant deferral / active EE | $7,560 | $4,985+51.7% | $4,166+81.5% | $6,690+13.0% |
| Admin fee / account holder | $2,801 | $9,912-71.7% | $7,686-63.6% | $13,392-79.1% |