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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 | $390,151 | $112,935+245.5% | $90,970+328.9% | $158,966+145.4% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 22.06% | 215.79%-193.7pp | 134.58%-112.5pp | 302.95%-280.9pp |
| Employer contribution / active EE | $1,628 | $2,895-43.7% | $2,122-23.3% | $4,762-65.8% |
| Participant deferral / active EE | $5,182 | $4,129+25.5% | $3,373+53.6% | $5,983-13.4% |
| Admin fee / account holder | $4,113 | $8,045-48.9% | $5,960-31.0% | $11,250-63.4% |