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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 | $278,140 | $159,978+73.9% | $147,041+89.2% | $145,978+90.5% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 11.45% | 98.36%-86.9pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,032 | $5,288-80.5% | $4,935-79.1% | $4,662-77.9% |
| Participant deferral / active EE | $3,129 | $8,429-62.9% | $8,071-61.2% | $6,690-53.2% |
| Admin fee / account holder | $8,466 | $15,053-43.8% | $13,006-34.9% | $13,400-36.8% |