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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 | $354,666 | $183,539+93.2% | $155,556+128.0% | $145,897+143.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 19.64% | 61.31%-41.7pp | 64.84%-45.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,623 | $5,315-69.5% | $4,675-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $10,746 | $6,467+66.2% | $5,631+90.8% | $6,689+60.6% |
| Admin fee / account holder | $1,742 | $19,275-91.0% | $15,885-89.0% | $13,390-87.0% |