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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 | $720,327 | $125,193+475.4% | $105,591+582.2% | $145,978+393.4% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.64% | 225.53%-214.9pp | 116.43%-105.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,296 | $3,718-65.1% | $3,166-59.1% | $4,662-72.2% |
| Participant deferral / active EE | $5,508 | $5,708-3.5% | $5,008+10.0% | $6,690-17.7% |
| Admin fee / account holder | $1,775 | $17,277-89.7% | $11,024-83.9% | $13,400-86.8% |