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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 | $442,254 | $125,190+253.3% | $105,624+318.7% | $145,897+203.1% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 23.24% | 225.22%-202.0pp | 116.20%-93.0pp | 552.29%-529.0pp |
| Employer contribution / active EE | $1,039 | $3,720-72.1% | $3,168-67.2% | $4,663-77.7% |
| Participant deferral / active EE | $6,930 | $5,716+21.2% | $5,013+38.3% | $6,689+3.6% |
| Admin fee / account holder | $42,792 | $17,138+149.7% | $10,961+290.4% | $13,390+219.6% |