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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 | $283,867 | $112,935+151.4% | $90,970+212.0% | $158,966+78.6% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 21.52% | 215.79%-194.3pp | 134.58%-113.1pp | 302.95%-281.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,473 | $4,129-40.1% | $3,373-26.7% | $5,983-58.7% |
| Admin fee / account holder | $4,225 | $8,045-47.5% | $5,960-29.1% | $11,250-62.4% |