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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 | $258,866 | $114,073+126.9% | $96,161+169.2% | $167,518+54.5% |
| Participation rate | 57.9% | 75.1%-17.2pp | 68.4%-10.6pp | 82.1%-24.2pp |
| Annual return | 18.02% | 189.95%-171.9pp | 192.01%-174.0pp | 478.71%-460.7pp |
| Employer contribution / active EE | $409 | $3,428-88.1% | $2,798-85.4% | $4,838-91.6% |
| Participant deferral / active EE | $6,100 | $5,195+17.4% | $4,349+40.2% | $6,342-3.8% |
| Admin fee / account holder | $3,533 | $6,899-48.8% | $5,538-36.2% | $12,312-71.3% |