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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 | $344,405 | $72,071+377.9% | $68,368+403.8% | $137,256+150.9% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 14.12% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,300 | $2,788+90.1% | $2,649+100.1% | $4,156+27.5% |
| Participant deferral / active EE | $9,444 | $4,410+114.1% | $4,123+129.1% | $6,407+47.4% |
| Admin fee / account holder | $5,133 | $5,336-3.8% | $5,150-0.3% | $12,270-58.2% |