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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 | $720,823 | $208,088+246.4% | $186,193+287.1% | $154,746+365.8% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 28.10% | 89.97%-61.9pp | 78.03%-49.9pp | 172.34%-144.2pp |
| Employer contribution / active EE | $1,890 | $4,340-56.5% | $3,918-51.8% | $4,379-56.8% |
| Participant deferral / active EE | $7,833 | $7,078+10.7% | $6,513+20.3% | $6,730+16.4% |
| Admin fee / account holder | $1,800 | $11,698-84.6% | $11,058-83.7% | $14,365-87.5% |