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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 | $250,121 | $134,817+85.5% | $123,973+101.8% | $155,188+61.2% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 17.60% | 515.49%-497.9pp | 388.13%-370.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,244 | $4,425-71.9% | $4,126-69.9% | $4,248-70.7% |
| Participant deferral / active EE | $4,785 | $5,706-16.1% | $5,247-8.8% | $6,531-26.7% |
| Admin fee / account holder | $1,155 | $13,245-91.3% | $11,799-90.2% | $14,480-92.0% |