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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 | $387,354 | $159,978+142.1% | $147,041+163.4% | $145,978+165.4% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 18.56% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-532.0pp |
| Employer contribution / active EE | $2,082 | $5,288-60.6% | $4,935-57.8% | $4,662-55.3% |
| Participant deferral / active EE | $7,281 | $8,429-13.6% | $8,071-9.8% | $6,690+8.8% |
| Admin fee / account holder | $2,658 | $15,053-82.3% | $13,006-79.6% | $13,400-80.2% |