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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 | $305,292 | $68,097+348.3% | $62,929+385.1% | $137,256+122.4% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 18.89% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,141 | $2,811-59.4% | $2,505-54.4% | $4,156-72.5% |
| Participant deferral / active EE | $3,465 | $4,553-23.9% | $3,888-10.9% | $6,407-45.9% |
| Admin fee / account holder | $1,805 | $6,521-72.3% | $5,065-64.4% | $12,270-85.3% |