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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 | $347,411 | $111,785+210.8% | $93,669+270.9% | $145,877+138.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.93% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $731 | $3,096-76.4% | $2,424-69.8% | $4,663-84.3% |
| Participant deferral / active EE | $3,822 | $4,919-22.3% | $4,416-13.4% | $6,691-42.9% |
| Admin fee / account holder | $1,656 | $10,256-83.9% | $8,291-80.0% | $13,402-87.6% |