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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 | $330,842 | $102,595+222.5% | $94,057+251.7% | $154,746+113.8% |
| Participation rate | 55.0% | 76.0%-21.0pp | 73.3%-18.3pp | 80.7%-25.7pp |
| Annual return | 12.38% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,409 | $3,147-55.2% | $2,933-52.0% | $4,379-67.8% |
| Participant deferral / active EE | $5,345 | $5,118+4.4% | $4,709+13.5% | $6,730-20.6% |
| Admin fee / account holder | $51,494 | $7,736+565.6% | $7,244+610.8% | $14,365+258.5% |