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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 | $300,804 | $225,673+33.3% | $203,872+47.5% | $155,188+93.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.67% | 95.91%-80.2pp | 85.11%-69.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,586 | $4,099-36.9% | $3,757-31.2% | $4,248-39.1% |
| Participant deferral / active EE | $5,331 | $6,893-22.7% | $6,388-16.5% | $6,531-18.4% |
| Admin fee / account holder | $2,837 | $12,327-77.0% | $11,730-75.8% | $14,480-80.4% |