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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 | $360,746 | $198,457+81.8% | $170,435+111.7% | $147,586+144.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 15.10% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,368 | $6,183-61.7% | $5,432-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $7,434 | $5,629+32.1% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $4,323 | $16,852-74.3% | $13,881-68.9% | $10,886-60.3% |