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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 | $403,120 | $111,878+260.3% | $93,727+330.1% | $145,897+176.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.13% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $15,943 | $3,092+415.6% | $2,421+558.4% | $4,663+241.9% |
| Participant deferral / active EE | $10,902 | $4,920+121.6% | $4,417+146.8% | $6,689+63.0% |
| Admin fee / account holder | $41,943 | $10,256+308.9% | $8,292+405.8% | $13,390+213.2% |