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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 | $274,902 | $149,040+84.4% | $120,225+128.7% | $137,256+100.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.64% | 605.68%-585.0pp | 439.23%-418.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $801 | $4,350-81.6% | $3,475-77.0% | $4,156-80.7% |
| Participant deferral / active EE | $2,003 | $4,655-57.0% | $3,999-49.9% | $6,407-68.7% |
| Admin fee / account holder | $1,054 | $6,348-83.4% | $5,696-81.5% | $12,270-91.4% |