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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 | $305,857 | $76,519+299.7% | $56,025+445.9% | $145,897+109.6% |
| Participation rate | 26.1% | 63.2%-37.1pp | 52.5%-26.4pp | 80.3%-54.2pp |
| Annual return | 24.92% | 3017.03%-2992.1pp | 1712.69%-1687.8pp | 552.29%-527.4pp |
| Employer contribution / active EE | $562 | $1,383-59.4% | $1,042-46.0% | $4,663-87.9% |
| Participant deferral / active EE | $2,558 | $2,624-2.5% | $1,955+30.9% | $6,689-61.8% |
| Admin fee / account holder | $1,741 | $3,331-47.7% | $2,828-38.4% | $13,390-87.0% |