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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 | $543,451 | $111,787+386.2% | $93,681+480.1% | $145,978+272.3% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 19.69% | 203.52%-183.8pp | 133.47%-113.8pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,760 | $3,093-43.1% | $2,422-27.3% | $4,662-62.2% |
| Participant deferral / active EE | $4,718 | $4,918-4.1% | $4,415+6.9% | $6,690-29.5% |
| Admin fee / account holder | $1,367 | $10,256-86.7% | $8,290-83.5% | $13,400-89.8% |