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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 | $376,366 | $110,093+241.9% | $97,295+286.8% | $145,897+158.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.79% | 244.76%-233.0pp | 75.62%-63.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,138 | $3,077-30.5% | $2,723-21.5% | $4,663-54.1% |
| Participant deferral / active EE | $13,766 | $4,678+194.3% | $4,264+222.9% | $6,689+105.8% |
| Admin fee / account holder | $1,471 | $6,212-76.3% | $5,646-73.9% | $13,390-89.0% |