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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 | $363,434 | $160,028+127.1% | $147,080+147.1% | $145,884+149.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 21.05% | 98.60%-77.5pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,280 | $5,286-75.8% | $4,933-74.1% | $4,662-72.5% |
| Participant deferral / active EE | $5,273 | $8,422-37.4% | $8,066-34.6% | $6,690-21.2% |
| Admin fee / account holder | $43,560 | $15,030+189.8% | $12,989+235.4% | $13,392+225.3% |