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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 | $310,864 | $96,678+221.5% | $86,640+258.8% | $139,466+122.9% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 19.25% | 106.69%-87.4pp | 592.52%-573.3pp | 373.66%-354.4pp |
| Employer contribution / active EE | $986 | $3,265-69.8% | $3,024-67.4% | $4,754-79.3% |
| Participant deferral / active EE | $1,296 | $4,837-73.2% | $4,438-70.8% | $6,712-80.7% |
| Admin fee / account holder | $13,453 | $6,410+109.9% | $5,616+139.6% | $11,409+17.9% |