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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 | $397,416 | $165,361+140.3% | $149,715+165.4% | $158,950+150.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 21.50% | 348.24%-326.7pp | 276.66%-255.2pp | 302.91%-281.4pp |
| Employer contribution / active EE | $2,792 | $5,103-45.3% | $4,645-39.9% | $4,762-41.4% |
| Participant deferral / active EE | $6,367 | $7,182-11.3% | $6,842-6.9% | $5,983+6.4% |
| Admin fee / account holder | $525 | $10,808-95.1% | $9,310-94.4% | $11,248-95.3% |