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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 | $520,743 | $150,435+246.2% | $120,580+331.9% | $145,897+256.9% |
| Participation rate | 45.5% | 78.8%-33.4pp | 72.0%-26.5pp | 80.3%-34.9pp |
| Annual return | 20.77% | 154.60%-133.8pp | 107.48%-86.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,000 | $4,352-77.0% | $3,469-71.2% | $4,663-78.5% |
| Participant deferral / active EE | $5,009 | $6,174-18.9% | $4,995+0.3% | $6,689-25.1% |
| Admin fee / account holder | $17,707 | $12,182+45.4% | $9,418+88.0% | $13,390+32.2% |