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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 | $435,522 | $201,259+116.4% | $184,200+136.4% | $145,959+198.4% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 59.46% | 28.98%+30.5pp | 28.80%+30.7pp | 561.95%-502.5pp |
| Employer contribution / active EE | $1,674 | $7,018-76.2% | $6,424-73.9% | $4,661-64.1% |
| Participant deferral / active EE | $3,198 | $9,806-67.4% | $9,132-65.0% | $6,689-52.2% |
| Admin fee / account holder | $395 | $16,372-97.6% | $13,907-97.2% | $13,398-97.1% |