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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 | $308,026 | $100,938+205.2% | $90,461+240.5% | $158,982+93.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 16.23% | 1727.20%-1711.0pp | 1294.76%-1278.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,565 | $3,691-57.6% | $3,264-52.0% | $4,763-67.1% |
| Participant deferral / active EE | $4,003 | $4,350-8.0% | $3,964+1.0% | $5,983-33.1% |
| Admin fee / account holder | $64,002 | $6,510+883.2% | $5,617+1039.5% | $11,252+468.8% |