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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 | $308,908 | $183,592+68.3% | $155,574+98.6% | $145,877+111.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 17.34% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,778 | $5,317-47.8% | $4,676-40.6% | $4,663-40.4% |
| Participant deferral / active EE | $5,241 | $6,466-19.0% | $5,629-6.9% | $6,691-21.7% |
| Admin fee / account holder | $4,199 | $19,316-78.3% | $15,914-73.6% | $13,402-68.7% |