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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 | $341,841 | $183,592+86.2% | $155,567+119.7% | $145,959+134.2% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 16.66% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,807 | $5,315-47.2% | $4,674-39.9% | $4,661-39.8% |
| Participant deferral / active EE | $6,500 | $6,464+0.5% | $5,628+15.5% | $6,689-2.8% |
| Admin fee / account holder | $1,235 | $19,318-93.6% | $15,916-92.2% | $13,398-90.8% |