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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 | $88,815+430.3% | $81,882+475.2% | $145,897+222.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.26% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,857 | $3,086-39.8% | $2,916-36.3% | $4,663-60.2% |
| Participant deferral / active EE | $10,167 | $4,647+118.8% | $4,323+135.2% | $6,689+52.0% |
| Admin fee / account holder | $4,448 | $8,434-47.3% | $7,360-39.6% | $13,390-66.8% |