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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 | $505,621 | $110,093+359.3% | $97,295+419.7% | $145,897+246.6% |
| Participation rate | 21.4% | 75.9%-54.5pp | 72.7%-51.2pp | 80.3%-58.9pp |
| Annual return | 13.50% | 244.76%-231.3pp | 75.62%-62.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,057 | $3,077-65.7% | $2,723-61.2% | $4,663-77.3% |
| Participant deferral / active EE | $2,687 | $4,678-42.6% | $4,264-37.0% | $6,689-59.8% |
| Admin fee / account holder | $6,793 | $6,212+9.3% | $5,646+20.3% | $13,390-49.3% |