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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 | $291,576 | $100,911+188.9% | $90,440+222.4% | $158,966+83.4% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 32.20% | 1726.62%-1694.4pp | 1294.38%-1262.2pp | 302.95%-270.7pp |
| Employer contribution / active EE | $982 | $3,690-73.4% | $3,263-69.9% | $4,762-79.4% |
| Participant deferral / active EE | $5,012 | $4,348+15.3% | $3,964+26.5% | $5,983-16.2% |
| Admin fee / account holder | $654 | $6,507-89.9% | $5,615-88.3% | $11,250-94.2% |