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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 | $305,163 | $112,933+170.2% | $90,970+235.5% | $158,982+91.9% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 19.33% | 215.82%-196.5pp | 134.60%-115.3pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,340 | $2,893-53.7% | $2,122-36.8% | $4,763-71.9% |
| Participant deferral / active EE | $5,331 | $4,128+29.2% | $3,373+58.1% | $5,983-10.9% |
| Admin fee / account holder | $33,971 | $8,047+322.2% | $5,961+469.9% | $11,252+201.9% |