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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 | $183,539+317.0% | $155,556+392.1% | $145,897+424.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 13.25% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,144 | $5,315-59.7% | $4,675-54.1% | $4,663-54.0% |
| Participant deferral / active EE | $3,856 | $6,467-40.4% | $5,631-31.5% | $6,689-42.4% |
| Admin fee / account holder | $11,410 | $19,275-40.8% | $15,885-28.2% | $13,390-14.8% |