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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 | $406,612 | $165,361+145.9% | $149,715+171.6% | $158,950+155.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 32.60% | 348.24%-315.6pp | 276.66%-244.1pp | 302.91%-270.3pp |
| Employer contribution / active EE | $927 | $5,103-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $3,475 | $7,182-51.6% | $6,842-49.2% | $5,983-41.9% |
| Admin fee / account holder | $1,386 | $10,808-87.2% | $9,310-85.1% | $11,248-87.7% |