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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 | $250,298 | $106,905+134.1% | $84,020+197.9% | $152,885+63.7% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 18.77% | 105.00%-86.2pp | 71.31%-52.5pp | 345.39%-326.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,222 | $4,012+55.1% | $3,239+92.1% | $5,851+6.3% |
| Admin fee / account holder | $16,989 | $8,287+105.0% | $6,101+178.4% | $11,598+46.5% |