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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 | $418,161 | $210,698+98.5% | $178,014+134.9% | $145,959+186.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.48% | 386.27%-376.8pp | 294.80%-285.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,352 | $4,567-26.6% | $3,950-15.1% | $4,661-28.1% |
| Participant deferral / active EE | $4,819 | $6,958-30.7% | $6,276-23.2% | $6,689-27.9% |
| Admin fee / account holder | $5,415 | $12,016-54.9% | $10,362-47.7% | $13,398-59.6% |