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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 | $280,021 | $106,008+164.2% | $92,240+203.6% | $147,586+89.7% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 20.69% | 50.05%-29.4pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,003 | $4,333-76.9% | $3,680-72.7% | $4,876-79.4% |
| Participant deferral / active EE | $2,758 | $4,478-38.4% | $3,897-29.2% | $5,439-49.3% |
| Admin fee / account holder | $5,263 | $6,333-16.9% | $5,194+1.3% | $10,886-51.7% |