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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 | $423,007 | $107,368+294.0% | $92,915+355.3% | $152,909+176.6% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 21.42% | 145.64%-124.2pp | 109.45%-88.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,715 | $4,222-59.4% | $3,653-53.1% | $4,764-64.0% |
| Participant deferral / active EE | $7,388 | $4,848+52.4% | $4,238+74.3% | $5,851+26.3% |
| Admin fee / account holder | $4,848 | $7,082-31.5% | $5,796-16.3% | $11,601-58.2% |