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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 | $399,388 | $160,028+149.6% | $147,080+171.5% | $145,884+173.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 22.30% | 98.60%-76.3pp | 420.17%-397.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $2,462 | $5,286-53.4% | $4,933-50.1% | $4,662-47.2% |
| Participant deferral / active EE | $9,006 | $8,422+6.9% | $8,066+11.6% | $6,690+34.6% |
| Admin fee / account holder | $2,424 | $15,030-83.9% | $12,989-81.3% | $13,392-81.9% |