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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 | $383,611 | $162,529+136.0% | $130,788+193.3% | $154,746+147.9% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 20.51% | 510.48%-490.0pp | 386.44%-365.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,076 | $4,447-75.8% | $3,558-69.8% | $4,379-75.4% |
| Participant deferral / active EE | $5,760 | $4,808+19.8% | $4,137+39.2% | $6,730-14.4% |
| Admin fee / account holder | $4,733 | $7,669-38.3% | $6,673-29.1% | $14,365-67.1% |