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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 | $301,713 | $165,399+82.4% | $149,745+101.5% | $158,982+89.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.14% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,183 | $5,105-57.2% | $4,646-53.0% | $4,763-54.2% |
| Participant deferral / active EE | $5,766 | $7,183-19.7% | $6,843-15.7% | $5,983-3.6% |
| Admin fee / account holder | $5,732 | $10,811-47.0% | $9,312-38.4% | $11,252-49.1% |