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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 | $293,889 | $114,119+157.5% | $107,187+174.2% | $138,895+111.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 172.29% | 273.21%-100.9pp | 204.55%-32.3pp | 145.39%+26.9pp |
| Employer contribution / active EE | $1,057 | $4,059-74.0% | $3,782-72.1% | $4,194-74.8% |
| Participant deferral / active EE | $3,736 | $5,538-32.5% | $5,096-26.7% | $6,396-41.6% |
| Admin fee / account holder | $3,095 | $10,024-69.1% | $9,162-66.2% | $12,562-75.4% |