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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 | $407,705 | $129,737+214.3% | $119,126+242.2% | $154,746+163.5% |
| Participation rate | 15.4% | 78.9%-63.5pp | 75.8%-60.4pp | 80.7%-65.3pp |
| Annual return | 13.75% | 379.08%-365.3pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,171 | $4,375-73.2% | $4,034-71.0% | $4,379-73.3% |
| Participant deferral / active EE | $6,705 | $5,842+14.8% | $5,318+26.1% | $6,730-0.4% |
| Admin fee / account holder | $868 | $11,961-92.7% | $10,693-91.9% | $14,365-94.0% |