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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 | $267,518 | $154,193+73.5% | $130,045+105.7% | $139,466+91.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 20.22% | 32.51%-12.3pp | -137.30%+157.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,820 | $5,292-65.6% | $4,321-57.9% | $4,754-61.7% |
| Participant deferral / active EE | $8,630 | $6,709+28.6% | $5,820+48.3% | $6,712+28.6% |
| Admin fee / account holder | $1,707 | $13,989-87.8% | $10,600-83.9% | $11,409-85.0% |