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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 | $254,346 | $102,595+147.9% | $94,057+170.4% | $154,746+64.4% |
| Participation rate | 54.2% | 76.0%-21.8pp | 73.3%-19.2pp | 80.7%-26.5pp |
| Annual return | 20.76% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,908 | $3,147-39.4% | $2,933-34.9% | $4,379-56.4% |
| Participant deferral / active EE | $5,885 | $5,118+15.0% | $4,709+25.0% | $6,730-12.6% |
| Admin fee / account holder | $1,298 | $7,736-83.2% | $7,244-82.1% | $14,365-91.0% |