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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 | $862,668 | $157,296+448.4% | $141,191+511.0% | $152,897+464.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,195 | $5,262-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $4,317 | $7,111-39.3% | $6,710-35.7% | $5,851-26.2% |
| Admin fee / account holder | $320 | $12,125-97.4% | $10,264-96.9% | $11,599-97.2% |