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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 | $375,794 | $196,972+90.8% | $182,262+106.2% | $198,609+89.2% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 15.74% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,591 | $5,364-70.3% | $5,046-68.5% | $5,055-68.5% |
| Participant deferral / active EE | $7,934 | $8,643-8.2% | $8,276-4.1% | $6,977+13.7% |
| Admin fee / account holder | $2,625 | $18,429-85.8% | $16,712-84.3% | $19,030-86.2% |