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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 | $367,402 | $160,028+129.6% | $147,080+149.8% | $145,884+151.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.48% | 98.60%-73.1pp | 420.17%-394.7pp | 551.85%-526.4pp |
| Employer contribution / active EE | $1,775 | $5,286-66.4% | $4,933-64.0% | $4,662-61.9% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $1,674 | $15,030-88.9% | $12,989-87.1% | $13,392-87.5% |