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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 | $307,308 | $183,592+67.4% | $155,567+97.5% | $145,959+110.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.85% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $7,411 | $5,315+39.4% | $4,674+58.5% | $4,661+59.0% |
| Participant deferral / active EE | $18,597 | $6,464+187.7% | $5,628+230.5% | $6,689+178.0% |
| Admin fee / account holder | $11,511 | $19,318-40.4% | $15,916-27.7% | $13,398-14.1% |