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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 | $364,683 | $152,619+138.9% | $125,195+191.3% | $152,909+138.5% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 25.29% | 54.85%-29.6pp | 43.79%-18.5pp | 345.46%-320.2pp |
| Employer contribution / active EE | $15,268 | $4,947+208.6% | $3,866+294.9% | $4,764+220.5% |
| Participant deferral / active EE | $7,219 | $5,869+23.0% | $4,937+46.2% | $5,851+23.4% |
| Admin fee / account holder | $6,154 | $13,437-54.2% | $9,704-36.6% | $11,601-46.9% |