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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 | $281,183 | $88,815+216.6% | $81,882+243.4% | $145,897+92.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.94% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,647 | $3,086-46.6% | $2,916-43.5% | $4,663-64.7% |
| Participant deferral / active EE | $2,058 | $4,647-55.7% | $4,323-52.4% | $6,689-69.2% |
| Admin fee / account holder | $4,002 | $8,434-52.6% | $7,360-45.6% | $13,390-70.1% |