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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 | $765,425 | $183,592+316.9% | $155,567+392.0% | $145,959+424.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 13.25% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,144 | $5,315-59.7% | $4,674-54.1% | $4,661-54.0% |
| Participant deferral / active EE | $3,856 | $6,464-40.3% | $5,628-31.5% | $6,689-42.3% |
| Admin fee / account holder | $11,410 | $19,318-40.9% | $15,916-28.3% | $13,398-14.8% |