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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 | $311,805 | $88,702+251.5% | $81,780+281.3% | $145,978+113.6% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.4%-11.5pp | 80.3%-19.4pp |
| Annual return | 11.20% | 1029.12%-1017.9pp | 776.27%-765.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,200 | $3,084-28.7% | $2,914-24.5% | $4,662-52.8% |
| Participant deferral / active EE | $3,423 | $4,645-26.3% | $4,321-20.8% | $6,690-48.8% |
| Admin fee / account holder | $4,185 | $8,414-50.3% | $7,384-43.3% | $13,400-68.8% |