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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 | $252,618 | $160,040+57.8% | $147,096+71.7% | $145,877+73.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 19.42% | 98.49%-79.1pp | 419.75%-400.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,261 | $5,289-38.3% | $4,936-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $4,060 | $8,429-51.8% | $8,071-49.7% | $6,691-39.3% |
| Admin fee / account holder | $32,449 | $15,050+115.6% | $13,005+149.5% | $13,402+142.1% |