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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 | $252,094 | $57,312+339.9% | $86,617+191.0% | $75,181+235.3% |
| Participation rate | 56.0% | 63.2%-7.2pp | 71.7%-15.7pp | 67.2%-11.2pp |
| Annual return | 15.65% | 2672.78%-2657.1pp | 591.91%-576.3pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,262 | $2,315-45.5% | $3,023-58.3% | $2,671-52.7% |
| Participant deferral / active EE | $3,833 | $3,319+15.5% | $4,437-13.6% | $4,126-7.1% |
| Admin fee / account holder | $5,701 | $4,114+38.6% | $5,613+1.6% | $5,650+0.9% |