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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 | $386,725 | $198,462+94.9% | $170,439+126.9% | $147,585+162.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 12.65% | 257.30%-244.6pp | 205.94%-193.3pp | 578.58%-565.9pp |
| Employer contribution / active EE | $2,354 | $6,184-61.9% | $5,433-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $4,497 | $5,629-20.1% | $4,939-9.0% | $5,439-17.3% |
| Admin fee / account holder | $1,688 | $16,852-90.0% | $13,881-87.8% | $10,886-84.5% |