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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 | $421,875 | $185,225+127.8% | $142,898+195.2% | $167,536+151.8% |
| Participation rate | 62.5% | 78.5%-16.0pp | 72.0%-9.5pp | 82.1%-19.6pp |
| Annual return | 12.54% | 8558.12%-8545.6pp | 5639.64%-5627.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,179 | $5,607-61.1% | $4,146-47.4% | $4,839-55.0% |
| Participant deferral / active EE | $5,507 | $4,496+22.5% | $3,838+43.5% | $6,342-13.2% |
| Admin fee / account holder | $26,168 | $8,032+225.8% | $6,560+298.9% | $12,315+112.5% |