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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 | $304,634 | $183,539+66.0% | $155,556+95.8% | $145,897+108.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 20.20% | 61.31%-41.1pp | 64.84%-44.6pp | 552.29%-532.1pp |
| Employer contribution / active EE | $1,518 | $5,315-71.4% | $4,675-67.5% | $4,663-67.4% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,631-22.6% | $6,689-34.9% |
| Admin fee / account holder | $1,890 | $19,275-90.2% | $15,885-88.1% | $13,390-85.9% |