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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 | $610,285 | $162,529+275.5% | $130,788+366.6% | $154,746+294.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 17.28% | 510.48%-493.2pp | 386.44%-369.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $451 | $4,447-89.9% | $3,558-87.3% | $4,379-89.7% |
| Participant deferral / active EE | $6,200 | $4,808+28.9% | $4,137+49.9% | $6,730-7.9% |
| Admin fee / account holder | $4,254 | $7,669-44.5% | $6,673-36.3% | $14,365-70.4% |