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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 | $257,209 | $111,878+129.9% | $93,727+174.4% | $145,897+76.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.8pp |
| Annual return | 11.53% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,079 | $3,092-65.1% | $2,421-55.5% | $4,663-76.9% |
| Participant deferral / active EE | $3,097 | $4,920-37.1% | $4,417-29.9% | $6,689-53.7% |
| Admin fee / account holder | $1,215 | $10,256-88.2% | $8,292-85.3% | $13,390-90.9% |