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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 | $386,066 | $211,288+82.7% | $178,540+116.2% | $145,884+164.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.34% | 30.27%-11.9pp | 27.15%-8.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,300 | $4,574-49.7% | $3,953-41.8% | $4,662-50.7% |
| Participant deferral / active EE | $6,308 | $6,967-9.4% | $6,281+0.4% | $6,690-5.7% |
| Admin fee / account holder | $8,233 | $12,105-32.0% | $10,424-21.0% | $13,392-38.5% |