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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 | $260,638 | $153,311+70.0% | $109,313+138.4% | $273,972-4.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 140.33% | 29.86%+110.5pp | 22.07%+118.3pp | 41.46%+98.9pp |
| Employer contribution / active EE | $1,897 | $5,619-66.2% | $3,892-51.3% | $4,869-61.0% |
| Participant deferral / active EE | $5,506 | $3,932+40.0% | $3,166+73.9% | $5,287+4.1% |
| Admin fee / account holder | $1,659 | $8,076-79.5% | $5,666-70.7% | $10,133-83.6% |