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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 | $471,005 | $88,754+430.7% | $81,820+475.7% | $145,877+222.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.26% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,857 | $3,085-39.8% | $2,915-36.3% | $4,663-60.2% |
| Participant deferral / active EE | $10,167 | $4,648+118.8% | $4,323+135.2% | $6,691+52.0% |
| Admin fee / account holder | $4,448 | $8,424-47.2% | $7,391-39.8% | $13,402-66.8% |