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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 | $469,641 | $85,169+451.4% | $172,755+171.9% | $72,983+543.5% |
| Participation rate | 5.6% | 70.1%-64.5pp | 82.6%-77.1pp | 69.5%-63.9pp |
| Annual return | 23.79% | 27.32%-3.5pp | 802.94%-779.1pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,296 | $3,324-0.8% | $5,144-35.9% | $2,440+35.1% |
| Participant deferral / active EE | $6,973 | $3,260+113.9% | $5,198+34.2% | $3,608+93.3% |
| Admin fee / account holder | $26,985 | $5,880+358.9% | $13,955+93.4% | $5,124+426.6% |