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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 | $370,065 | $152,592+142.5% | $125,180+195.6% | $152,885+142.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 23.07% | 54.84%-31.8pp | 43.79%-20.7pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,175 | $4,947-56.0% | $3,866-43.7% | $4,763-54.3% |
| Participant deferral / active EE | $11,610 | $5,868+97.8% | $4,937+135.2% | $5,851+98.4% |
| Admin fee / account holder | $2,079 | $13,435-84.5% | $9,703-78.6% | $11,598-82.1% |