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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 | $408,690 | $110,093+271.2% | $97,295+320.1% | $145,897+180.1% |
| Participation rate | 54.5% | 75.9%-21.4pp | 72.7%-18.1pp | 80.3%-25.8pp |
| Annual return | 19.25% | 244.76%-225.5pp | 75.62%-56.4pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,301 | $3,077-57.7% | $2,723-52.2% | $4,663-72.1% |
| Participant deferral / active EE | $6,631 | $4,678+41.8% | $4,264+55.5% | $6,689-0.9% |
| Admin fee / account holder | $2,626 | $6,212-57.7% | $5,646-53.5% | $13,390-80.4% |