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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 | $660,696 | $157,276+320.1% | $141,177+368.0% | $152,885+332.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.37% | 64.33%-46.0pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $10,417 | $5,262+98.0% | $4,736+120.0% | $4,763+118.7% |
| Participant deferral / active EE | $8,333 | $7,110+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $755 | $12,123-93.8% | $10,263-92.6% | $11,598-93.5% |