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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 | $260,965 | $134,817+93.6% | $123,973+110.5% | $155,188+68.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.7%-39.2pp | 80.8%-43.3pp |
| Annual return | 16.58% | 515.49%-498.9pp | 388.13%-371.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,375 | $4,425-68.9% | $4,126-66.7% | $4,248-67.6% |
| Participant deferral / active EE | $5,545 | $5,706-2.8% | $5,247+5.7% | $6,531-15.1% |
| Admin fee / account holder | $35,541 | $13,245+168.3% | $11,799+201.2% | $14,480+145.5% |