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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 | $252,245 | $104,953+140.3% | $84,637+198.0% | $152,909+65.0% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.5%-60.2pp |
| Annual return | 17.54% | 373.94%-356.4pp | 258.82%-241.3pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,711 | $3,304-48.2% | $2,653-35.5% | $4,764-64.1% |
| Participant deferral / active EE | $2,816 | $4,691-40.0% | $3,900-27.8% | $5,851-51.9% |
| Admin fee / account holder | $9,809 | $6,244+57.1% | $4,914+99.6% | $11,601-15.4% |