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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 | $310,065 | $183,592+68.9% | $155,574+99.3% | $145,877+112.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.52% | 61.37%-47.9pp | 64.87%-51.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,362 | $5,317-74.4% | $4,676-70.9% | $4,663-70.8% |
| Participant deferral / active EE | $3,652 | $6,466-43.5% | $5,629-35.1% | $6,691-45.4% |
| Admin fee / account holder | $3,037 | $19,316-84.3% | $15,914-80.9% | $13,402-77.3% |