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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 | $372,397 | $183,592+102.8% | $155,574+139.4% | $145,877+155.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 19.39% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $2,080 | $5,317-60.9% | $4,676-55.5% | $4,663-55.4% |
| Participant deferral / active EE | $5,993 | $6,466-7.3% | $5,629+6.5% | $6,691-10.4% |
| Admin fee / account holder | $4,231 | $19,316-78.1% | $15,914-73.4% | $13,402-68.4% |