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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 | $346,882 | $107,363+223.1% | $92,909+273.4% | $152,897+126.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 22.97% | 145.63%-122.7pp | 109.44%-86.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $4,884 | $4,222+15.7% | $3,653+33.7% | $4,764+2.5% |
| Participant deferral / active EE | $6,000 | $4,848+23.8% | $4,238+41.6% | $5,851+2.5% |
| Admin fee / account holder | $63,469 | $7,082+796.3% | $5,795+995.2% | $11,599+447.2% |