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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 | $415,982 | $107,368+287.4% | $92,915+347.7% | $152,909+172.0% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 22.04% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,438 | $4,222-42.3% | $3,653-33.3% | $4,764-48.8% |
| Participant deferral / active EE | $7,063 | $4,848+45.7% | $4,238+66.6% | $5,851+20.7% |
| Admin fee / account holder | $6,882 | $7,082-2.8% | $5,796+18.7% | $11,601-40.7% |