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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 | $363,712 | $124,175+192.9% | $108,405+235.5% | $167,536+117.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.21% | 1380.13%-1369.9pp | 905.55%-895.3pp | 478.82%-468.6pp |
| Employer contribution / active EE | $3,780 | $4,188-9.7% | $3,559+6.2% | $4,839-21.9% |
| Participant deferral / active EE | $6,600 | $6,908-4.5% | $6,563+0.6% | $6,342+4.1% |
| Admin fee / account holder | $4,975 | $9,457-47.4% | $7,297-31.8% | $12,315-59.6% |