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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 | $253,752 | $152,612+66.3% | $125,192+102.7% | $152,897+66.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 19.90% | 54.85%-34.9pp | 43.79%-23.9pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,354 | $4,947-52.4% | $3,866-39.1% | $4,764-50.6% |
| Participant deferral / active EE | $5,452 | $5,868-7.1% | $4,937+10.4% | $5,851-6.8% |
| Admin fee / account holder | $1,137 | $13,437-91.5% | $9,704-88.3% | $11,599-90.2% |