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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 | $267,298 | $72,071+270.9% | $68,368+291.0% | $137,256+94.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 15.99% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $983 | $2,788-64.7% | $2,649-62.9% | $4,156-76.3% |
| Participant deferral / active EE | $2,790 | $4,410-36.7% | $4,123-32.3% | $6,407-56.4% |
| Admin fee / account holder | $4,915 | $5,336-7.9% | $5,150-4.6% | $12,270-59.9% |