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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 | $392,144 | $129,737+202.3% | $119,126+229.2% | $154,746+153.4% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 19.45% | 379.08%-359.6pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,236 | $4,375-48.9% | $4,034-44.6% | $4,379-48.9% |
| Participant deferral / active EE | $7,205 | $5,842+23.3% | $5,318+35.5% | $6,730+7.1% |
| Admin fee / account holder | $4,244 | $11,961-64.5% | $10,693-60.3% | $14,365-70.5% |