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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% | $155,567+148.3% | $145,959+164.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 16.36% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $9,340 | $5,315+75.7% | $4,674+99.8% | $4,661+100.4% |
| Participant deferral / active EE | $4,481 | $6,464-30.7% | $5,628-20.4% | $6,689-33.0% |
| Admin fee / account holder | $7,754 | $19,318-59.9% | $15,916-51.3% | $13,398-42.1% |