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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 | $315,653 | $211,224+49.4% | $178,505+76.8% | $145,897+116.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.82% | 30.28%-10.5pp | 27.16%-7.3pp | 552.29%-532.5pp |
| Employer contribution / active EE | $12,625 | $4,577+175.9% | $3,955+219.2% | $4,663+170.8% |
| Participant deferral / active EE | $5,775 | $6,966-17.1% | $6,280-8.0% | $6,689-13.7% |
| Admin fee / account holder | $3,949 | $12,109-67.4% | $10,428-62.1% | $13,390-70.5% |