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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 | $455,933 | $208,088+119.1% | $186,193+144.9% | $154,746+194.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 15.41% | 89.97%-74.6pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,548 | $4,340-41.3% | $3,918-35.0% | $4,379-41.8% |
| Participant deferral / active EE | $9,361 | $7,078+32.3% | $6,513+43.7% | $6,730+39.1% |
| Admin fee / account holder | $3,814 | $11,698-67.4% | $11,058-65.5% | $14,365-73.5% |