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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 | $256,470 | $202,345+26.7% | $172,755+48.5% | $152,885+67.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.26% | 1029.77%-1012.5pp | 802.94%-785.7pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,875 | $5,858-68.0% | $5,144-63.6% | $4,763-60.6% |
| Participant deferral / active EE | $6,574 | $5,948+10.5% | $5,198+26.5% | $5,851+12.4% |
| Admin fee / account holder | $3,525 | $17,111-79.4% | $13,955-74.7% | $11,598-69.6% |