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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 | $371,505 | $183,539+102.4% | $155,556+138.8% | $145,897+154.6% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 9.85% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,989 | $5,315-62.6% | $4,675-57.5% | $4,663-57.3% |
| Participant deferral / active EE | $6,912 | $6,467+6.9% | $5,631+22.7% | $6,689+3.3% |
| Admin fee / account holder | $7,722 | $19,275-59.9% | $15,885-51.4% | $13,390-42.3% |