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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 | $284,203 | $88,815+220.0% | $81,882+247.1% | $145,897+94.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 13.37% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,120 | $3,086-31.3% | $2,916-27.3% | $4,663-54.5% |
| Participant deferral / active EE | $5,830 | $4,647+25.5% | $4,323+34.9% | $6,689-12.8% |
| Admin fee / account holder | $1,186 | $8,434-85.9% | $7,360-83.9% | $13,390-91.1% |