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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 | $387,005 | $150,197+157.7% | $120,368+221.5% | $145,959+165.1% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 12.04% | 154.26%-142.2pp | 107.26%-95.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,247 | $4,350-71.3% | $3,465-64.0% | $4,661-73.3% |
| Participant deferral / active EE | $8,715 | $6,174+41.2% | $4,991+74.6% | $6,689+30.3% |
| Admin fee / account holder | $2,436 | $12,216-80.1% | $9,429-74.2% | $13,398-81.8% |