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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 | $506,180 | $183,592+175.7% | $155,574+225.4% | $145,877+247.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 20.41% | 61.37%-41.0pp | 64.87%-44.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $1,193 | $5,317-77.6% | $4,676-74.5% | $4,663-74.4% |
| Participant deferral / active EE | $4,080 | $6,466-36.9% | $5,629-27.5% | $6,691-39.0% |
| Admin fee / account holder | $11,091 | $19,316-42.6% | $15,914-30.3% | $13,402-17.2% |