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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 | $397,308 | $157,296+152.6% | $141,191+181.4% | $152,897+159.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 22.20% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,811 | $5,262-46.6% | $4,736-40.7% | $4,764-41.0% |
| Participant deferral / active EE | $12,124 | $7,111+70.5% | $6,710+80.7% | $5,851+107.2% |
| Admin fee / account holder | $9,257 | $12,125-23.7% | $10,264-9.8% | $11,599-20.2% |