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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 | $473,371 | $99,995+373.4% | $85,063+456.5% | $145,978+224.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 23.02% | 83.99%-61.0pp | 66.54%-43.5pp | 550.52%-527.5pp |
| Employer contribution / active EE | $5,260 | $3,231+62.8% | $2,727+92.9% | $4,662+12.8% |
| Participant deferral / active EE | $8,352 | $5,295+57.7% | $4,523+84.7% | $6,690+24.9% |
| Admin fee / account holder | $983 | $7,255-86.5% | $6,155-84.0% | $13,400-92.7% |