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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 | $873,647 | $111,535+683.3% | $105,223+730.3% | $137,256+536.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 19.69% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $936 | $3,939-76.3% | $3,689-74.6% | $4,156-77.5% |
| Participant deferral / active EE | $1,607 | $5,500-70.8% | $5,072-68.3% | $6,407-74.9% |
| Admin fee / account holder | $1,981 | $9,721-79.6% | $8,859-77.6% | $12,270-83.9% |