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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 | $211,288+49.4% | $178,540+76.8% | $145,884+116.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.82% | 30.27%-10.4pp | 27.15%-7.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $12,625 | $4,574+176.0% | $3,953+219.4% | $4,662+170.8% |
| Participant deferral / active EE | $5,775 | $6,967-17.1% | $6,281-8.0% | $6,690-13.7% |
| Admin fee / account holder | $3,949 | $12,105-67.4% | $10,424-62.1% | $13,392-70.5% |