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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 | $446,144 | $156,970+184.2% | $121,210+268.1% | $139,487+219.8% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 24.22% | 1477.10%-1452.9pp | 987.41%-963.2pp | 373.84%-349.6pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,137 | $4,849+47.2% | $4,084+74.8% | $6,713+6.3% |
| Admin fee / account holder | $2,372 | $6,947-65.9% | $5,647-58.0% | $11,407-79.2% |