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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 | $183,516+175.8% | $155,534+225.4% | $145,884+247.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 20.41% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $1,193 | $5,315-77.6% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $4,080 | $6,467-36.9% | $5,630-27.5% | $6,690-39.0% |
| Admin fee / account holder | $11,091 | $19,293-42.5% | $15,900-30.2% | $13,392-17.2% |