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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 | $277,288 | $134,817+105.7% | $123,973+123.7% | $155,188+78.7% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 20.12% | 515.49%-495.4pp | 388.13%-368.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,000 | $4,425-77.4% | $4,126-75.8% | $4,248-76.5% |
| Participant deferral / active EE | $5,292 | $5,706-7.3% | $5,247+0.9% | $6,531-19.0% |
| Admin fee / account holder | $5,112 | $13,245-61.4% | $11,799-56.7% | $14,480-64.7% |