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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 | $287,280 | $90,607+217.1% | $79,467+261.5% | $135,380+112.2% |
| Participation rate | 46.2% | 76.0%-29.9pp | 73.3%-27.2pp | 82.6%-36.5pp |
| Annual return | 8.94% | 977.74%-968.8pp | 718.30%-709.4pp | 519.81%-510.9pp |
| Employer contribution / active EE | $1,198 | $3,068-60.9% | $2,800-57.2% | $4,779-74.9% |
| Participant deferral / active EE | $1,641 | $4,050-59.5% | $3,704-55.7% | $5,609-70.7% |
| Admin fee / account holder | $17,499 | $5,895+196.8% | $5,104+242.8% | $10,828+61.6% |