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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 | $283,200 | $125,237+126.1% | $105,608+168.2% | $145,877+94.1% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 12.40% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,762 | $3,720-25.8% | $3,167-12.8% | $4,663-40.8% |
| Participant deferral / active EE | $8,677 | $5,711+51.9% | $5,010+73.2% | $6,691+29.7% |
| Admin fee / account holder | $3,030 | $17,287-82.5% | $11,028-72.5% | $13,402-77.4% |