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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 | $621,130 | $155,833+298.6% | $124,693+398.1% | $167,536+270.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 10.52% | 17.98%-7.5pp | 5144.19%-5133.7pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,640 | $4,164-60.6% | $3,324-50.7% | $4,839-66.1% |
| Participant deferral / active EE | $13,000 | $5,675+129.1% | $4,615+181.7% | $6,342+105.0% |
| Admin fee / account holder | $8,631 | $9,534-9.5% | $7,494+15.2% | $12,315-29.9% |