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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 | $404,138 | $111,785+261.5% | $93,669+331.5% | $145,877+177.0% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 13.89% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,399 | $3,096-54.8% | $2,424-42.3% | $4,663-70.0% |
| Participant deferral / active EE | $3,062 | $4,919-37.8% | $4,416-30.7% | $6,691-54.2% |
| Admin fee / account holder | $4,778 | $10,256-53.4% | $8,291-42.4% | $13,402-64.3% |