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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 | $346,188 | $88,815+289.8% | $81,882+322.8% | $145,897+137.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.02% | 1033.75%-1023.7pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,950 | $3,086-36.8% | $2,916-33.1% | $4,663-58.2% |
| Participant deferral / active EE | $11,500 | $4,647+147.5% | $4,323+166.0% | $6,689+71.9% |
| Admin fee / account holder | $1,143 | $8,434-86.4% | $7,360-84.5% | $13,390-91.5% |