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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 | $285,077 | $171,492+66.2% | $150,734+89.1% | $198,609+43.5% |
| Participation rate | 35.3% | 81.4%-46.1pp | 78.4%-43.1pp | 82.4%-47.1pp |
| Annual return | 18.34% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,685 | $5,470-69.2% | $4,918-65.7% | $5,055-66.7% |
| Participant deferral / active EE | $5,837 | $6,259-6.7% | $5,610+4.0% | $6,977-16.3% |
| Admin fee / account holder | $3,125 | $17,628-82.3% | $14,905-79.0% | $19,030-83.6% |