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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 | $392,352 | $165,399+137.2% | $149,745+162.0% | $158,982+146.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 9.22% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,731 | $5,105-66.1% | $4,646-62.7% | $4,763-63.7% |
| Participant deferral / active EE | $4,503 | $7,183-37.3% | $6,843-34.2% | $5,983-24.7% |
| Admin fee / account holder | $3,444 | $10,811-68.1% | $9,312-63.0% | $11,252-69.4% |