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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 | $376,557 | $111,535+237.6% | $105,223+257.9% | $137,256+174.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 19.05% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,719 | $3,939-31.0% | $3,689-26.3% | $4,156-34.6% |
| Participant deferral / active EE | $7,861 | $5,500+42.9% | $5,072+55.0% | $6,407+22.7% |
| Admin fee / account holder | $28,266 | $9,721+190.8% | $8,859+219.1% | $12,270+130.4% |