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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 | $315,034 | $124,336+153.4% | $111,303+183.0% | $167,518+88.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 19.37% | 37.45%-18.1pp | 54.66%-35.3pp | 478.71%-459.3pp |
| Employer contribution / active EE | $6,166 | $3,436+79.4% | $2,731+125.8% | $4,838+27.4% |
| Participant deferral / active EE | $3,563 | $5,181-31.2% | $4,487-20.6% | $6,342-43.8% |
| Admin fee / account holder | $1,834 | $10,623-82.7% | $7,966-77.0% | $12,312-85.1% |