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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 | $277,813 | $107,363+158.8% | $92,909+199.0% | $152,897+81.7% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 41.10% | 145.63%-104.5pp | 109.44%-68.3pp | 345.43%-304.3pp |
| Employer contribution / active EE | $1,174 | $4,222-72.2% | $3,653-67.9% | $4,764-75.3% |
| Participant deferral / active EE | $2,795 | $4,848-42.3% | $4,238-34.0% | $5,851-52.2% |
| Admin fee / account holder | $75,615 | $7,082+967.8% | $5,795+1204.8% | $11,599+551.9% |