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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 | $511,792 | $111,830+357.7% | $93,696+446.2% | $145,884+250.8% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 17.26% | 204.08%-186.8pp | 133.74%-116.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,677 | $3,093-45.8% | $2,422-30.7% | $4,662-64.0% |
| Participant deferral / active EE | $8,281 | $4,920+68.3% | $4,417+87.5% | $6,690+23.8% |
| Admin fee / account holder | $1,218 | $10,249-88.1% | $8,287-85.3% | $13,392-90.9% |