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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 | $520,743 | $150,346+246.4% | $120,524+332.1% | $145,877+257.0% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 20.77% | 154.40%-133.6pp | 107.36%-86.6pp | 551.28%-530.5pp |
| Employer contribution / active EE | $1,000 | $4,353-77.0% | $3,469-71.2% | $4,663-78.6% |
| Participant deferral / active EE | $5,009 | $6,172-18.8% | $4,994+0.3% | $6,691-25.1% |
| Admin fee / account holder | $17,707 | $12,215+45.0% | $9,440+87.6% | $13,402+32.1% |