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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 | $328,585 | $160,040+105.3% | $147,096+123.4% | $145,877+125.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 20.97% | 98.49%-77.5pp | 419.75%-398.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $1,797 | $5,289-66.0% | $4,936-63.6% | $4,663-61.5% |
| Participant deferral / active EE | $5,676 | $8,429-32.7% | $8,071-29.7% | $6,691-15.2% |
| Admin fee / account holder | $1,355 | $15,050-91.0% | $13,005-89.6% | $13,402-89.9% |