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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 | $150,197+246.7% | $120,368+332.6% | $145,959+256.8% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 20.77% | 154.26%-133.5pp | 107.26%-86.5pp | 561.95%-541.2pp |
| Employer contribution / active EE | $1,000 | $4,350-77.0% | $3,465-71.1% | $4,661-78.5% |
| Participant deferral / active EE | $5,009 | $6,174-18.9% | $4,991+0.4% | $6,689-25.1% |
| Admin fee / account holder | $17,707 | $12,216+44.9% | $9,429+87.8% | $13,398+32.2% |