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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 | $402,517 | $175,259+129.7% | $149,723+168.8% | $139,487+188.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 24.87% | 166.82%-142.0pp | 134.50%-109.6pp | 373.84%-349.0pp |
| Employer contribution / active EE | $1,217 | $5,478-77.8% | $4,821-74.8% | $4,755-74.4% |
| Participant deferral / active EE | $3,980 | $6,522-39.0% | $5,682-30.0% | $6,713-40.7% |
| Admin fee / account holder | $4,482 | $16,158-72.3% | $13,215-66.1% | $11,407-60.7% |