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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 | $354,595 | $196,972+80.0% | $182,262+94.6% | $198,609+78.5% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.64% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,095 | $5,364-60.9% | $5,046-58.5% | $5,055-58.6% |
| Participant deferral / active EE | $5,203 | $8,643-39.8% | $8,276-37.1% | $6,977-25.4% |
| Admin fee / account holder | $5,809 | $18,429-68.5% | $16,712-65.2% | $19,030-69.5% |