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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 | $360,230 | $183,592+96.2% | $155,574+131.5% | $145,877+146.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.93% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,600 | $5,317-51.1% | $4,676-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $2,346 | $19,316-87.9% | $15,914-85.3% | $13,402-82.5% |