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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 | $383,349 | $166,268+130.6% | $165,100+132.2% | $145,897+162.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 17.67% | 100.52%-82.8pp | 70.21%-52.5pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,239 | $5,284-57.6% | $4,348-48.5% | $4,663-52.0% |
| Participant deferral / active EE | $5,598 | $6,964-19.6% | $6,035-7.2% | $6,689-16.3% |
| Admin fee / account holder | $5,082 | $16,659-69.5% | $12,696-60.0% | $13,390-62.0% |