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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 | $366,637 | $109,908+233.6% | $97,161+277.3% | $145,978+151.2% |
| Participation rate | 36.8% | 75.9%-39.1pp | 72.7%-35.8pp | 80.3%-43.5pp |
| Annual return | 12.20% | 243.80%-231.6pp | 75.36%-63.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,547 | $3,077-49.7% | $2,723-43.2% | $4,662-66.8% |
| Participant deferral / active EE | $4,244 | $4,679-9.3% | $4,265-0.5% | $6,690-36.6% |
| Admin fee / account holder | $20,264 | $6,213+226.2% | $5,647+258.8% | $13,400+51.2% |