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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 | $277,554 | $88,702+212.9% | $81,780+239.4% | $145,978+90.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.57% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,173 | $3,084-62.0% | $2,914-59.8% | $4,662-74.8% |
| Participant deferral / active EE | $3,166 | $4,645-31.8% | $4,321-26.7% | $6,690-52.7% |
| Admin fee / account holder | $1,258 | $8,414-85.1% | $7,384-83.0% | $13,400-90.6% |