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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 | $380,409 | $157,296+141.8% | $141,191+169.4% | $152,897+148.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 17.13% | 64.34%-47.2pp | 71.41%-54.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $4,468 | $5,262-15.1% | $4,736-5.7% | $4,764-6.2% |
| Participant deferral / active EE | $8,790 | $7,111+23.6% | $6,710+31.0% | $5,851+50.2% |
| Admin fee / account holder | $114,938 | $12,125+848.0% | $10,264+1019.8% | $11,599+890.9% |