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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 | $417,104 | $183,539+127.3% | $155,556+168.1% | $145,897+185.9% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.14% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,210 | $5,315-77.2% | $4,675-74.1% | $4,663-74.0% |
| Participant deferral / active EE | $6,041 | $6,467-6.6% | $5,631+7.3% | $6,689-9.7% |
| Admin fee / account holder | $2,983 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |