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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 | $256,990 | $70,121+266.5% | $63,803+302.8% | $138,895+85.0% |
| Participation rate | 44.4% | 77.2%-32.8pp | 72.7%-28.3pp | 79.9%-35.5pp |
| Annual return | 16.01% | 946.48%-930.5pp | 543.72%-527.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $927 | $2,882-67.8% | $2,532-63.4% | $4,194-77.9% |
| Participant deferral / active EE | $1,697 | $4,535-62.6% | $3,843-55.9% | $6,396-73.5% |
| Admin fee / account holder | $1,317 | $6,738-80.5% | $5,196-74.7% | $12,562-89.5% |