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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 | $386,440 | $181,896+112.5% | $156,551+146.8% | $273,972+41.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 88.67% | 30.74%+57.9pp | 32.23%+56.4pp | 41.46%+47.2pp |
| Employer contribution / active EE | $2,900 | $6,248-53.6% | $5,501-47.3% | $4,869-40.4% |
| Participant deferral / active EE | $8,625 | $5,550+55.4% | $4,871+77.1% | $5,287+63.1% |
| Admin fee / account holder | $4,288 | $15,560-72.4% | $13,028-67.1% | $10,133-57.7% |