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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 | $299,509 | $72,273+314.4% | $101,275+195.7% | $79,856+275.1% |
| Participation rate | 27.6% | 68.5%-40.9pp | 75.8%-48.2pp | 69.6%-42.1pp |
| Annual return | 102.07% | 22.30%+79.8pp | 46.48%+55.6pp | 31.71%+70.4pp |
| Employer contribution / active EE | $1,099 | $2,691-59.2% | $3,660-70.0% | $2,471-55.5% |
| Participant deferral / active EE | $2,546 | $3,282-22.4% | $4,371-41.7% | $3,741-31.9% |
| Admin fee / account holder | $6,698 | $4,401+52.2% | $5,948+12.6% | $5,306+26.2% |