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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 | $829,288 | $102,595+708.3% | $94,057+781.7% | $154,746+435.9% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 21.91% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $400 | $3,147-87.3% | $2,933-86.4% | $4,379-90.9% |
| Participant deferral / active EE | $4,400 | $5,118-14.0% | $4,709-6.6% | $6,730-34.6% |
| Admin fee / account holder | $2,220 | $7,736-71.3% | $7,244-69.4% | $14,365-84.5% |