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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 | $444,298 | $197,603+124.8% | $177,827+149.8% | $158,950+179.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.51% | 58.76%-42.2pp | 48.32%-31.8pp | 302.91%-286.4pp |
| Employer contribution / active EE | $2,630 | $6,698-60.7% | $5,918-55.6% | $4,762-44.8% |
| Participant deferral / active EE | $5,102 | $8,404-39.3% | $7,713-33.9% | $5,983-14.7% |
| Admin fee / account holder | $2,500 | $15,402-83.8% | $12,429-79.9% | $11,248-77.8% |