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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 | $449,064 | $102,595+337.7% | $94,057+377.4% | $154,746+190.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 16.71% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,628 | $3,147-48.3% | $2,933-44.5% | $4,379-62.8% |
| Participant deferral / active EE | $7,786 | $5,118+52.1% | $4,709+65.3% | $6,730+15.7% |
| Admin fee / account holder | $2,506 | $7,736-67.6% | $7,244-65.4% | $14,365-82.6% |