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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 | $386,211 | $183,592+110.4% | $155,574+148.2% | $145,877+164.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.36% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $9,340 | $5,317+75.7% | $4,676+99.7% | $4,663+100.3% |
| Participant deferral / active EE | $4,481 | $6,466-30.7% | $5,629-20.4% | $6,691-33.0% |
| Admin fee / account holder | $7,754 | $19,316-59.9% | $15,914-51.3% | $13,402-42.1% |