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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 | $328,619 | $112,121+193.1% | $95,960+242.5% | $158,966+106.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.15% | 171.16%-154.0pp | 91.63%-74.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $3,147 | $3,199-1.6% | $2,541+23.8% | $4,762-33.9% |
| Participant deferral / active EE | $3,147 | $4,784-34.2% | $4,167-24.5% | $5,983-47.4% |
| Admin fee / account holder | $6,294 | $10,135-37.9% | $6,797-7.4% | $11,250-44.1% |