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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 | $268,960 | $102,393+162.7% | $147,041+82.9% | $80,911+232.4% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 20.59% | 134.95%-114.4pp | 419.21%-398.6pp | 35.63%-15.0pp |
| Employer contribution / active EE | $1,919 | $3,715-48.4% | $4,935-61.1% | $2,756-30.4% |
| Participant deferral / active EE | $7,287 | $6,647+9.6% | $8,071-9.7% | $4,297+69.6% |
| Admin fee / account holder | $2,624 | $7,943-67.0% | $13,006-79.8% | $6,935-62.2% |