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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 | $294,768 | $132,099+123.1% | $115,599+155.0% | $138,895+112.2% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.3%-20.9pp | 79.9%-26.6pp |
| Annual return | 11.43% | 176.76%-165.3pp | 111.10%-99.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,133 | $3,416-66.8% | $2,955-61.7% | $4,194-73.0% |
| Participant deferral / active EE | $2,521 | $5,617-55.1% | $4,889-48.4% | $6,396-60.6% |
| Admin fee / account holder | $55,129 | $15,650+252.3% | $12,841+329.3% | $12,562+338.8% |