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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 | $398,689 | $67,823+487.8% | $52,425+660.5% | $137,256+190.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 49.53% | 219.11%-169.6pp | 302.12%-252.6pp | 220.34%-170.8pp |
| Employer contribution / active EE | $1,080 | $1,163-7.1% | $914+18.2% | $4,156-74.0% |
| Participant deferral / active EE | $4,295 | $2,288+87.7% | $1,790+139.9% | $6,407-33.0% |
| Admin fee / account holder | $830 | $2,844-70.8% | $2,495-66.7% | $12,270-93.2% |