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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 | $313,650 | $88,778+253.3% | $81,844+283.2% | $145,884+115.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.11% | 1033.03%-1021.9pp | 778.87%-767.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,051 | $3,087+31.2% | $2,916+38.9% | $4,662-13.1% |
| Participant deferral / active EE | $1,800 | $4,648-61.3% | $4,323-58.4% | $6,690-73.1% |
| Admin fee / account holder | $11,756 | $8,430+39.4% | $7,355+59.8% | $13,392-12.2% |