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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 | $287,273 | $112,935+154.4% | $90,970+215.8% | $158,966+80.7% |
| Participation rate | 57.9% | 74.7%-16.8pp | 69.0%-11.1pp | 82.0%-24.1pp |
| Annual return | 13.74% | 215.79%-202.1pp | 134.58%-120.8pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,363 | $2,895-52.9% | $2,122-35.8% | $4,762-71.4% |
| Participant deferral / active EE | $5,836 | $4,129+41.3% | $3,373+73.0% | $5,983-2.5% |
| Admin fee / account holder | $1,850 | $8,045-77.0% | $5,960-69.0% | $11,250-83.6% |