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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 | $267,889 | $165,351+62.0% | $149,710+78.9% | $158,931+68.6% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.7pp | 82.0%-34.1pp |
| Annual return | 15.68% | 348.19%-332.5pp | 276.63%-260.9pp | 302.86%-287.2pp |
| Employer contribution / active EE | $1,670 | $5,103-67.3% | $4,645-64.0% | $4,761-64.9% |
| Participant deferral / active EE | $2,340 | $7,181-67.4% | $6,842-65.8% | $5,982-60.9% |
| Admin fee / account holder | $12,799 | $10,807+18.4% | $9,309+37.5% | $11,247+13.8% |