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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 | $301,900 | $72,071+318.9% | $68,368+341.6% | $137,256+120.0% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 13.95% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,806 | $2,788-35.2% | $2,649-31.8% | $4,156-56.5% |
| Participant deferral / active EE | $5,211 | $4,410+18.2% | $4,123+26.4% | $6,407-18.7% |
| Admin fee / account holder | $20,363 | $5,336+281.6% | $5,150+295.4% | $12,270+66.0% |