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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 | $644,044 | $171,492+275.6% | $150,734+327.3% | $198,609+224.3% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 20.04% | 804.70%-784.7pp | 600.81%-580.8pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,029 | $5,470-62.9% | $4,918-58.7% | $5,055-59.9% |
| Participant deferral / active EE | $7,449 | $6,259+19.0% | $5,610+32.8% | $6,977+6.8% |
| Admin fee / account holder | $76,934 | $17,628+336.4% | $14,905+416.1% | $19,030+304.3% |