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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 | $685,988 | $67,372+918.2% | $60,906+1026.3% | $134,532+409.9% |
| Participation rate | 15.8% | 76.2%-60.4pp | 73.1%-57.3pp | 81.2%-65.4pp |
| Annual return | 5.12% | 50.05%-44.9pp | 16.94%-11.8pp | 418.27%-413.1pp |
| Employer contribution / active EE | $531 | $3,099-82.9% | $2,703-80.4% | $4,741-88.8% |
| Participant deferral / active EE | $1,827 | $4,532-59.7% | $3,814-52.1% | $6,401-71.5% |
| Admin fee / account holder | $1,179 | $4,588-74.3% | $3,227-63.5% | $11,429-89.7% |