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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 | $432,793 | $183,539+135.8% | $155,556+178.2% | $145,897+196.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.48% | 61.31%-43.8pp | 64.84%-47.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,574 | $5,315-70.4% | $4,675-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $2,624 | $6,467-59.4% | $5,631-53.4% | $6,689-60.8% |
| Admin fee / account holder | $59,373 | $19,275+208.0% | $15,885+273.8% | $13,390+343.4% |