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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 | $88,702+431.0% | $81,780+475.9% | $145,978+222.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.26% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,857 | $3,084-39.8% | $2,914-36.3% | $4,662-60.2% |
| Participant deferral / active EE | $10,167 | $4,645+118.9% | $4,321+135.3% | $6,690+52.0% |
| Admin fee / account holder | $4,448 | $8,414-47.1% | $7,384-39.8% | $13,400-66.8% |