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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 | $537,088 | $110,551+385.8% | $80,741+565.2% | $167,536+220.6% |
| Participation rate | 15.4% | 64.0%-48.6pp | 54.2%-38.8pp | 82.1%-66.7pp |
| Annual return | 11.32% | 120.57%-109.3pp | 87.30%-76.0pp | 478.82%-467.5pp |
| Employer contribution / active EE | $490 | $1,543-68.3% | $1,160-57.8% | $4,839-89.9% |
| Participant deferral / active EE | $4,000 | $2,870+39.4% | $2,145+86.4% | $6,342-36.9% |
| Admin fee / account holder | $3,919 | $4,547-13.8% | $3,380+15.9% | $12,315-68.2% |