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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 | $513,437 | $109,908+367.2% | $97,161+428.4% | $145,978+251.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.09% | 243.80%-233.7pp | 75.36%-65.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $554 | $3,077-82.0% | $2,723-79.7% | $4,662-88.1% |
| Participant deferral / active EE | $895 | $4,679-80.9% | $4,265-79.0% | $6,690-86.6% |
| Admin fee / account holder | $28,468 | $6,213+358.2% | $5,647+404.1% | $13,400+112.4% |