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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 | $257,832 | $217,432+18.6% | $185,849+38.7% | $167,536+53.9% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 10.79% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,377 | $5,875-76.6% | $5,169-73.4% | $4,839-71.5% |
| Participant deferral / active EE | $4,323 | $6,357-32.0% | $5,569-22.4% | $6,342-31.8% |
| Admin fee / account holder | $1,319 | $19,818-93.3% | $16,244-91.9% | $12,315-89.3% |