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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 | $331,791 | $112,933+193.8% | $90,970+264.7% | $158,982+108.7% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 12.88% | 215.82%-202.9pp | 134.60%-121.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,017 | $2,893-64.9% | $2,122-52.1% | $4,763-78.7% |
| Participant deferral / active EE | $4,905 | $4,128+18.8% | $3,373+45.4% | $5,983-18.0% |
| Admin fee / account holder | $2,294 | $8,047-71.5% | $5,961-61.5% | $11,252-79.6% |