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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 | $259,116 | $70,121+269.5% | $63,803+306.1% | $138,895+86.6% |
| Participation rate | 60.0% | 77.2%-17.2pp | 72.7%-12.7pp | 79.9%-19.9pp |
| Annual return | 17.45% | 946.48%-929.0pp | 543.72%-526.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,377 | $2,882-17.5% | $2,532-6.1% | $4,194-43.3% |
| Participant deferral / active EE | $7,458 | $4,535+64.4% | $3,843+94.1% | $6,396+16.6% |
| Admin fee / account holder | $1,288 | $6,738-80.9% | $5,196-75.2% | $12,562-89.7% |