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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 | $397,675 | $117,895+237.3% | $102,460+288.1% | $145,897+172.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 21.47% | 31.92%-10.5pp | 29.47%-8.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $15,625 | $3,619+331.8% | $3,025+416.5% | $4,663+235.1% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,176 | $13,353-91.2% | $9,460-87.6% | $13,390-91.2% |