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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 | $268,412 | $180,749+48.5% | $160,784+66.9% | $137,256+95.6% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.0%-15.8pp | 80.0%-18.8pp |
| Annual return | 12.32% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $961 | $4,155-76.9% | $3,733-74.3% | $4,156-76.9% |
| Participant deferral / active EE | $7,390 | $6,844+8.0% | $6,293+17.4% | $6,407+15.4% |
| Admin fee / account holder | $4,123 | $10,397-60.3% | $9,717-57.6% | $12,270-66.4% |