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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 | $940,951 | $102,595+817.2% | $94,057+900.4% | $154,746+508.1% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 10.88% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $588 | $3,147-81.3% | $2,933-79.9% | $4,379-86.6% |
| Participant deferral / active EE | $6,667 | $5,118+30.3% | $4,709+41.6% | $6,730-0.9% |
| Admin fee / account holder | $15,654 | $7,736+102.3% | $7,244+116.1% | $14,365+9.0% |