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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 | $354,314 | $175,231+102.2% | $149,696+136.7% | $139,466+154.1% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 23.26% | 166.77%-143.5pp | 134.46%-111.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,193 | $5,478-78.2% | $4,821-75.3% | $4,754-74.9% |
| Participant deferral / active EE | $2,961 | $6,521-54.6% | $5,682-47.9% | $6,712-55.9% |
| Admin fee / account holder | $1,202 | $16,155-92.6% | $13,212-90.9% | $11,409-89.5% |