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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 | $253,073 | $76,368+231.4% | $67,681+273.9% | $154,746+63.5% |
| Participation rate | 68.4% | 79.0%-10.5pp | 73.7%-5.3pp | 80.7%-12.3pp |
| Annual return | 19.34% | 1066.77%-1047.4pp | 590.58%-571.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,668 | $3,151-47.1% | $2,678-37.7% | $4,379-61.9% |
| Participant deferral / active EE | $4,950 | $4,824+2.6% | $3,976+24.5% | $6,730-26.5% |
| Admin fee / account holder | $13,543 | $8,559+58.2% | $6,100+122.0% | $14,365-5.7% |