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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 | $255,446 | $111,878+128.3% | $93,727+172.5% | $145,897+75.1% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 10.95% | 204.28%-193.3pp | 133.83%-122.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,254 | $3,092-59.4% | $2,421-48.2% | $4,663-73.1% |
| Participant deferral / active EE | $5,848 | $4,920+18.8% | $4,417+32.4% | $6,689-12.6% |
| Admin fee / account holder | $8,237 | $10,256-19.7% | $8,292-0.7% | $13,390-38.5% |