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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 | $513,459 | $72,426+608.9% | $67,560+660.0% | $145,897+251.9% |
| Participation rate | 19.0% | 76.9%-57.8pp | 72.9%-53.9pp | 80.3%-61.3pp |
| Annual return | 13.50% | 7226.78%-7213.3pp | 3533.50%-3520.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $452 | $3,074-85.3% | $2,737-83.5% | $4,663-90.3% |
| Participant deferral / active EE | $2,774 | $4,785-42.0% | $4,004-30.7% | $6,689-58.5% |
| Admin fee / account holder | $3,450 | $5,514-37.4% | $3,994-13.6% | $13,390-74.2% |