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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 | $692,960 | $88,778+680.6% | $81,844+746.7% | $145,884+375.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 21.55% | 1033.03%-1011.5pp | 778.87%-757.3pp | 551.85%-530.3pp |
| Employer contribution / active EE | $1,570 | $3,087-49.1% | $2,916-46.2% | $4,662-66.3% |
| Participant deferral / active EE | $1,570 | $4,648-66.2% | $4,323-63.7% | $6,690-76.5% |
| Admin fee / account holder | $4,710 | $8,430-44.1% | $7,355-36.0% | $13,392-64.8% |