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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 | $154,754+77.6% | $124,206+121.3% | $138,895+97.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 20.64% | 709.28%-688.6pp | 515.27%-494.6pp | 145.39%-124.8pp |
| Employer contribution / active EE | $801 | $4,446-82.0% | $3,540-77.4% | $4,194-80.9% |
| Participant deferral / active EE | $2,003 | $4,621-56.7% | $3,968-49.5% | $6,396-68.7% |
| Admin fee / account holder | $1,054 | $6,690-84.2% | $5,929-82.2% | $12,562-91.6% |