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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 | $250,663 | $118,695+111.2% | $98,916+153.4% | $158,950+57.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 25.08% | 372.39%-347.3pp | 196.45%-171.4pp | 302.91%-277.8pp |
| Employer contribution / active EE | $1,771 | $3,333-46.9% | $2,689-34.1% | $4,762-62.8% |
| Participant deferral / active EE | $3,132 | $5,088-38.4% | $4,245-26.2% | $5,983-47.6% |
| Admin fee / account holder | $37,708 | $10,132+272.2% | $6,642+467.7% | $11,248+235.2% |