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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 | $349,621 | $183,627+90.4% | $155,602+124.7% | $145,978+139.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 20.29% | 61.32%-41.0pp | 64.81%-44.5pp | 550.52%-530.2pp |
| Employer contribution / active EE | $3,221 | $5,316-39.4% | $4,675-31.1% | $4,662-30.9% |
| Participant deferral / active EE | $5,640 | $6,466-12.8% | $5,629+0.2% | $6,690-15.7% |
| Admin fee / account holder | $400 | $19,327-97.9% | $15,923-97.5% | $13,400-97.0% |