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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 | $264,937 | $106,894+147.9% | $84,016+215.3% | $152,870+73.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.57% | 104.99%-79.4pp | 71.31%-45.7pp | 345.34%-319.8pp |
| Employer contribution / active EE | $1,761 | $2,734-35.6% | $1,983-11.2% | $4,763-63.0% |
| Participant deferral / active EE | $7,860 | $4,011+95.9% | $3,239+142.7% | $5,850+34.3% |
| Admin fee / account holder | $2,128 | $8,286-74.3% | $6,101-65.1% | $11,597-81.6% |