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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 | $125,184+253.3% | $105,607+318.8% | $145,884+203.2% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 23.24% | 225.00%-201.8pp | 116.11%-92.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $1,039 | $3,720-72.1% | $3,167-67.2% | $4,662-77.7% |
| Participant deferral / active EE | $6,930 | $5,714+21.3% | $5,011+38.3% | $6,690+3.6% |
| Admin fee / account holder | $42,792 | $17,133+149.8% | $10,958+290.5% | $13,392+219.5% |