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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 | $150,346+384.4% | $120,524+504.2% | $145,877+399.2% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 12.83% | 154.40%-141.6pp | 107.36%-94.5pp | 551.28%-538.5pp |
| Employer contribution / active EE | $985 | $4,353-77.4% | $3,469-71.6% | $4,663-78.9% |
| Participant deferral / active EE | $10,756 | $6,172+74.3% | $4,994+115.4% | $6,691+60.8% |
| Admin fee / account holder | $58,834 | $12,215+381.6% | $9,440+523.3% | $13,402+339.0% |