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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 | $291,620 | $111,830+160.8% | $93,696+211.2% | $145,884+99.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 18.00% | 204.08%-186.1pp | 133.74%-115.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,533 | $3,093-50.4% | $2,422-36.7% | $4,662-67.1% |
| Participant deferral / active EE | $5,309 | $4,920+7.9% | $4,417+20.2% | $6,690-20.6% |
| Admin fee / account holder | $748 | $10,249-92.7% | $8,287-91.0% | $13,392-94.4% |