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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 | $426,119 | $209,422+103.5% | $178,503+138.7% | $158,982+168.0% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 14.64% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,508 | $5,707-73.6% | $5,011-69.9% | $4,763-68.3% |
| Participant deferral / active EE | $4,640 | $5,955-22.1% | $5,202-10.8% | $5,983-22.5% |
| Admin fee / account holder | $82,400 | $17,079+382.5% | $13,987+489.1% | $11,252+632.3% |