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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 | $537,910 | $183,539+193.1% | $155,556+245.8% | $145,897+268.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.99% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,220 | $5,315-77.0% | $4,675-73.9% | $4,663-73.8% |
| Participant deferral / active EE | $3,900 | $6,467-39.7% | $5,631-30.7% | $6,689-41.7% |
| Admin fee / account holder | $34,172 | $19,275+77.3% | $15,885+115.1% | $13,390+155.2% |