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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 | $701,722 | $90,530+675.1% | $76,030+823.0% | $145,897+381.0% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 15.28% | 625.08%-609.8pp | 361.54%-346.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,822 | $3,319+316.4% | $2,688+414.3% | $4,663+196.5% |
| Participant deferral / active EE | $6,667 | $5,164+29.1% | $4,257+56.6% | $6,689-0.3% |
| Admin fee / account holder | $4,454 | $8,383-46.9% | $6,421-30.6% | $13,390-66.7% |