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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 | $513,491 | $175,231+193.0% | $149,696+243.0% | $139,466+268.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 31.21% | 166.77%-135.6pp | 134.46%-103.2pp | 373.66%-342.5pp |
| Employer contribution / active EE | $1,692 | $5,478-69.1% | $4,821-64.9% | $4,754-64.4% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $700 | $16,155-95.7% | $13,212-94.7% | $11,409-93.9% |