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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 | $466,663 | $183,592+154.2% | $155,567+200.0% | $145,959+219.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 21.92% | 61.24%-39.3pp | 64.74%-42.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,760 | $5,315-66.9% | $4,674-62.3% | $4,661-62.2% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $321 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |