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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 | $374,872 | $166,242+125.5% | $165,071+127.1% | $145,884+157.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 17.17% | 100.44%-83.3pp | 70.17%-53.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,910 | $5,283-44.9% | $4,347-33.1% | $4,662-37.6% |
| Participant deferral / active EE | $9,359 | $6,964+34.4% | $6,035+55.1% | $6,690+39.9% |
| Admin fee / account holder | $5,376 | $16,658-67.7% | $12,695-57.7% | $13,392-59.9% |