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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 | $266,692 | $123,854+115.3% | $69,623+283.1% | $145,884+82.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 21.67% | 192.35%-170.7pp | 101.23%-79.6pp | 551.85%-530.2pp |
| Employer contribution / active EE | $1,375 | $2,673-48.6% | $1,709-19.6% | $4,662-70.5% |
| Participant deferral / active EE | $7,437 | $4,242+75.3% | $2,890+157.4% | $6,690+11.2% |
| Admin fee / account holder | $957 | $7,822-87.8% | $4,696-79.6% | $13,392-92.9% |