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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 | $327,094 | $175,231+86.7% | $149,696+118.5% | $139,466+134.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 16.39% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,644 | $5,478-70.0% | $4,821-65.9% | $4,754-65.4% |
| Participant deferral / active EE | $7,644 | $6,521+17.2% | $5,682+34.5% | $6,712+13.9% |
| Admin fee / account holder | $338 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |