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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 | $273,874 | $100,938+171.3% | $90,461+202.8% | $158,982+72.3% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 17.60% | 1727.20%-1709.6pp | 1294.76%-1277.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,131 | $3,691-69.4% | $3,264-65.3% | $4,763-76.2% |
| Participant deferral / active EE | $1,980 | $4,350-54.5% | $3,964-50.1% | $5,983-66.9% |
| Admin fee / account holder | $1,045 | $6,510-83.9% | $5,617-81.4% | $11,252-90.7% |