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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 | $728,231 | $150,435+384.1% | $120,580+503.9% | $145,897+399.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 12.83% | 154.60%-141.8pp | 107.48%-94.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $985 | $4,352-77.4% | $3,469-71.6% | $4,663-78.9% |
| Participant deferral / active EE | $10,756 | $6,174+74.2% | $4,995+115.3% | $6,689+60.8% |
| Admin fee / account holder | $58,834 | $12,182+382.9% | $9,418+524.7% | $13,390+339.4% |