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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 | $455,218 | $183,978+147.4% | $162,171+180.7% | $152,885+197.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 22.39% | 150.78%-128.4pp | 115.60%-93.2pp | 345.39%-323.0pp |
| Employer contribution / active EE | $4,764 | $6,370-25.2% | $5,613-15.1% | $4,7630% |
| Participant deferral / active EE | $17,550 | $8,033+118.5% | $7,297+140.5% | $5,851+200.0% |
| Admin fee / account holder | $1,358 | $13,122-89.7% | $10,843-87.5% | $11,598-88.3% |