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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 | $263,918 | $81,727+222.9% | $58,534+350.9% | $139,427+89.3% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 17.28% | 7422.38%-7405.1pp | 4248.32%-4231.0pp | 373.27%-356.0pp |
| Employer contribution / active EE | $1,023 | $1,399-26.8% | $1,054-2.9% | $4,752-78.5% |
| Participant deferral / active EE | $5,027 | $2,557+96.6% | $1,924+161.3% | $6,711-25.1% |
| Admin fee / account holder | $3,346 | $3,271+2.3% | $2,519+32.8% | $11,404-70.7% |