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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 | $281,825 | $63,346+344.9% | $92,240+205.5% | $70,126+301.9% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 16.55% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,862 | $2,471+137.2% | $3,680+59.3% | $2,343+150.2% |
| Participant deferral / active EE | $1,770 | $2,854-38.0% | $3,897-54.6% | $3,332-46.9% |
| Admin fee / account holder | $2,397 | $3,841-37.6% | $5,194-53.9% | $4,645-48.4% |