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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 | $310,570 | $166,268+86.8% | $165,100+88.1% | $145,897+112.9% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 14.07% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $17,231 | $5,284+226.1% | $4,348+296.3% | $4,663+269.5% |
| Participant deferral / active EE | $6,419 | $6,964-7.8% | $6,035+6.4% | $6,689-4.0% |
| Admin fee / account holder | $1,632 | $16,659-90.2% | $12,696-87.1% | $13,390-87.8% |