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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 | $454,144 | $180,749+151.3% | $160,784+182.5% | $137,256+230.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 16.34% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,609 | $4,155-61.3% | $3,733-56.9% | $4,156-61.3% |
| Participant deferral / active EE | $10,333 | $6,844+51.0% | $6,293+64.2% | $6,407+61.3% |
| Admin fee / account holder | $3,345 | $10,397-67.8% | $9,717-65.6% | $12,270-72.7% |