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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 | $374,436 | $148,582+152.0% | $135,942+175.4% | $139,456+168.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.38% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,933 | $5,245-44.1% | $4,858-39.6% | $4,753-38.3% |
| Participant deferral / active EE | $9,420 | $8,101+16.3% | $7,759+21.4% | $6,711+40.4% |
| Admin fee / account holder | $187,518 | $12,402+1412.0% | $10,764+1642.1% | $11,407+1543.9% |