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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 | $558,523 | $217,432+156.9% | $185,849+200.5% | $167,536+233.4% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 11.52% | 148.42%-136.9pp | 122.10%-110.6pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,314 | $5,875-60.6% | $5,169-55.2% | $4,839-52.2% |
| Participant deferral / active EE | $5,186 | $6,357-18.4% | $5,569-6.9% | $6,342-18.2% |
| Admin fee / account holder | $11,410 | $19,818-42.4% | $16,244-29.8% | $12,315-7.3% |