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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 | $372,436 | $111,535+233.9% | $105,223+253.9% | $137,256+171.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 15.20% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,863 | $3,939-27.3% | $3,689-22.4% | $4,156-31.1% |
| Participant deferral / active EE | $9,958 | $5,500+81.1% | $5,072+96.3% | $6,407+55.4% |
| Admin fee / account holder | $10,545 | $9,721+8.5% | $8,859+19.0% | $12,270-14.1% |