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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 | $278,109 | $154,754+79.7% | $124,206+123.9% | $138,895+100.2% |
| Participation rate | 61.5% | 75.5%-13.9pp | 69.6%-8.0pp | 79.9%-18.4pp |
| Annual return | 10.60% | 709.28%-698.7pp | 515.27%-504.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $625 | $4,446-85.9% | $3,540-82.4% | $4,194-85.1% |
| Participant deferral / active EE | $2,655 | $4,621-42.6% | $3,968-33.1% | $6,396-58.5% |
| Admin fee / account holder | $2,384 | $6,690-64.4% | $5,929-59.8% | $12,562-81.0% |