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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 | $283,191 | $129,737+118.3% | $119,126+137.7% | $154,746+83.0% |
| Participation rate | 26.3% | 78.9%-52.5pp | 75.8%-49.4pp | 80.7%-54.4pp |
| Annual return | 13.83% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,299 | $4,375-70.3% | $4,034-67.8% | $4,379-70.3% |
| Participant deferral / active EE | $4,948 | $5,842-15.3% | $5,318-7.0% | $6,730-26.5% |
| Admin fee / account holder | $2,697 | $11,961-77.5% | $10,693-74.8% | $14,365-81.2% |