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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 | $383,926 | $165,399+132.1% | $149,745+156.4% | $158,982+141.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 25.49% | 348.34%-322.8pp | 276.72%-251.2pp | 302.99%-277.5pp |
| Employer contribution / active EE | $2,680 | $5,105-47.5% | $4,646-42.3% | $4,763-43.7% |
| Participant deferral / active EE | $5,644 | $7,183-21.4% | $6,843-17.5% | $5,983-5.7% |
| Admin fee / account holder | $2,575 | $10,811-76.2% | $9,312-72.3% | $11,252-77.1% |