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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 | $434,908 | $125,778+245.8% | $114,563+279.6% | $154,746+181.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.9%-32.0pp | 80.7%-39.8pp |
| Annual return | 16.01% | 295.14%-279.1pp | 241.09%-225.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,486 | $2,806-11.4% | $2,592-4.1% | $4,379-43.2% |
| Participant deferral / active EE | $5,530 | $4,445+24.4% | $4,142+33.5% | $6,730-17.8% |
| Admin fee / account holder | $12,883 | $8,190+57.3% | $7,623+69.0% | $14,365-10.3% |