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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 | $440,322 | $88,778+396.0% | $81,844+438.0% | $145,884+201.8% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 15.55% | 1033.03%-1017.5pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $416 | $3,087-86.5% | $2,916-85.7% | $4,662-91.1% |
| Participant deferral / active EE | $2,082 | $4,648-55.2% | $4,323-51.8% | $6,690-68.9% |
| Admin fee / account holder | $4,284 | $8,430-49.2% | $7,355-41.8% | $13,392-68.0% |