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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 | $371,567 | $176,105+111.0% | $159,474+133.0% | $167,536+121.8% |
| Participation rate | 35.0% | 85.0%-50.0pp | 82.8%-47.8pp | 82.1%-47.1pp |
| Annual return | 19.64% | 331.91%-312.3pp | 263.68%-244.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,251 | $5,299-76.4% | $4,831-74.1% | $4,839-74.2% |
| Participant deferral / active EE | $4,121 | $7,751-46.8% | $7,353-44.0% | $6,342-35.0% |
| Admin fee / account holder | $1,825 | $12,559-85.5% | $10,802-83.1% | $12,315-85.2% |