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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 | $305,161 | $225,673+35.2% | $203,872+49.7% | $155,188+96.6% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 13.34% | 95.91%-82.6pp | 85.11%-71.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,842 | $4,099-55.0% | $3,757-51.0% | $4,248-56.6% |
| Participant deferral / active EE | $3,665 | $6,893-46.8% | $6,388-42.6% | $6,531-43.9% |
| Admin fee / account holder | $57,431 | $12,327+365.9% | $11,730+389.6% | $14,480+296.6% |