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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 | $291,312 | $88,778+228.1% | $81,844+255.9% | $145,884+99.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 10.03% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $987 | $3,087-68.0% | $2,916-66.2% | $4,662-78.8% |
| Participant deferral / active EE | $5,100 | $4,648+9.7% | $4,323+18.0% | $6,690-23.8% |
| Admin fee / account holder | $2,011 | $8,430-76.1% | $7,355-72.7% | $13,392-85.0% |