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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% | $155,567+225.4% | $145,959+246.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 20.41% | 61.24%-40.8pp | 64.74%-44.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $1,193 | $5,315-77.6% | $4,674-74.5% | $4,661-74.4% |
| Participant deferral / active EE | $4,080 | $6,464-36.9% | $5,628-27.5% | $6,689-39.0% |
| Admin fee / account holder | $11,091 | $19,318-42.6% | $15,916-30.3% | $13,398-17.2% |