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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 | $385,444 | $148,582+159.4% | $135,942+183.5% | $139,456+176.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 15.26% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $2,273 | $5,245-56.7% | $4,858-53.2% | $4,753-52.2% |
| Participant deferral / active EE | $5,906 | $8,101-27.1% | $7,759-23.9% | $6,711-12.0% |
| Admin fee / account holder | $4,210 | $12,402-66.1% | $10,764-60.9% | $11,407-63.1% |