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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 | $324,165 | $76,634+323.0% | $56,054+478.3% | $145,978+122.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 17.94% | 3004.33%-2986.4pp | 1705.95%-1688.0pp | 550.52%-532.6pp |
| Employer contribution / active EE | $403 | $1,380-70.8% | $1,039-61.2% | $4,662-91.3% |
| Participant deferral / active EE | $2,813 | $2,622+7.3% | $1,952+44.1% | $6,690-58.0% |
| Admin fee / account holder | $2,775 | $3,321-16.4% | $2,822-1.7% | $13,400-79.3% |