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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 | $428,958 | $198,457+116.1% | $170,435+151.7% | $147,586+190.6% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 17.45% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,550 | $6,183-42.6% | $5,432-34.7% | $4,876-27.2% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $333 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |