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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 | $426,713 | $165,361+158.0% | $149,715+185.0% | $158,950+168.5% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 23.81% | 348.24%-324.4pp | 276.66%-252.9pp | 302.91%-279.1pp |
| Employer contribution / active EE | $1,850 | $5,103-63.7% | $4,645-60.2% | $4,762-61.1% |
| Participant deferral / active EE | $4,055 | $7,182-43.5% | $6,842-40.7% | $5,983-32.2% |
| Admin fee / account holder | $2,020 | $10,808-81.3% | $9,310-78.3% | $11,248-82.0% |