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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 | $334,435 | $183,627+82.1% | $155,602+114.9% | $145,978+129.1% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 10.13% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,242 | $5,316-57.8% | $4,675-52.0% | $4,662-51.9% |
| Participant deferral / active EE | $7,264 | $6,466+12.3% | $5,629+29.1% | $6,690+8.6% |
| Admin fee / account holder | $5,870 | $19,327-69.6% | $15,923-63.1% | $13,400-56.2% |