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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 | $317,796 | $72,071+340.9% | $68,368+364.8% | $137,256+131.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 18.34% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,189 | $2,788+122.0% | $2,649+133.7% | $4,156+48.9% |
| Participant deferral / active EE | $9,665 | $4,410+119.2% | $4,123+134.4% | $6,407+50.8% |
| Admin fee / account holder | $504 | $5,336-90.6% | $5,150-90.2% | $12,270-95.9% |