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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 | $293,476 | $217,432+35.0% | $185,851+57.9% | $167,553+75.2% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.8pp |
| Annual return | 21.30% | 148.43%-127.1pp | 122.11%-100.8pp | 478.89%-457.6pp |
| Employer contribution / active EE | $1,964 | $5,874-66.6% | $5,168-62.0% | $4,840-59.4% |
| Participant deferral / active EE | $8,864 | $6,357+39.4% | $5,569+59.2% | $6,343+39.7% |
| Admin fee / account holder | $5,039 | $19,820-74.6% | $16,245-69.0% | $12,316-59.1% |