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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 | $396,393 | $183,516+116.0% | $155,534+154.9% | $145,884+171.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 24.47% | 61.43%-37.0pp | 64.92%-40.5pp | 551.85%-527.4pp |
| Employer contribution / active EE | $1,157 | $5,315-78.2% | $4,675-75.3% | $4,662-75.2% |
| Participant deferral / active EE | $4,855 | $6,467-24.9% | $5,630-13.8% | $6,690-27.4% |
| Admin fee / account holder | $4,182 | $19,293-78.3% | $15,900-73.7% | $13,392-68.8% |