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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 | $383,140 | $102,595+273.4% | $94,057+307.3% | $154,746+147.6% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 15.93% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $470 | $3,147-85.1% | $2,933-84.0% | $4,379-89.3% |
| Participant deferral / active EE | $2,242 | $5,118-56.2% | $4,709-52.4% | $6,730-66.7% |
| Admin fee / account holder | $974 | $7,736-87.4% | $7,244-86.6% | $14,365-93.2% |