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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 | $323,270 | $165,399+95.4% | $149,745+115.9% | $158,982+103.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 15.03% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,899 | $5,105-62.8% | $4,646-59.1% | $4,763-60.1% |
| Participant deferral / active EE | $6,148 | $7,183-14.4% | $6,843-10.2% | $5,983+2.8% |
| Admin fee / account holder | $20,099 | $10,811+85.9% | $9,312+115.8% | $11,252+78.6% |