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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 | $439,034 | $154,754+183.7% | $124,206+253.5% | $138,895+216.1% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.6%-41.0pp | 79.9%-51.3pp |
| Annual return | 52.45% | 709.28%-656.8pp | 515.27%-462.8pp | 145.39%-92.9pp |
| Employer contribution / active EE | $1,337 | $4,446-69.9% | $3,540-62.2% | $4,194-68.1% |
| Participant deferral / active EE | $4,139 | $4,621-10.4% | $3,968+4.3% | $6,396-35.3% |
| Admin fee / account holder | $1,019 | $6,690-84.8% | $5,929-82.8% | $12,562-91.9% |