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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 | $463,833 | $111,535+315.9% | $105,223+340.8% | $137,256+237.9% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 61.65% | 237.85%-176.2pp | 180.65%-119.0pp | 220.34%-158.7pp |
| Employer contribution / active EE | $1,149 | $3,939-70.8% | $3,689-68.9% | $4,156-72.4% |
| Participant deferral / active EE | $3,631 | $5,500-34.0% | $5,072-28.4% | $6,407-43.3% |
| Admin fee / account holder | $167,041 | $9,721+1618.3% | $8,859+1785.6% | $12,270+1261.4% |