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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 | $268,411 | $180,749+48.5% | $160,784+66.9% | $137,256+95.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.01% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,278 | $4,155-45.2% | $3,733-39.0% | $4,156-45.2% |
| Participant deferral / active EE | $6,952 | $6,844+1.6% | $6,293+10.5% | $6,407+8.5% |
| Admin fee / account holder | $2,741 | $10,397-73.6% | $9,717-71.8% | $12,270-77.7% |