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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 | $353,018 | $154,209+128.9% | $130,062+171.4% | $139,487+153.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 20.83% | 32.52%-11.7pp | -137.37%+158.2pp | 373.84%-353.0pp |
| Employer contribution / active EE | $3,085 | $5,292-41.7% | $4,322-28.6% | $4,755-35.1% |
| Participant deferral / active EE | $6,089 | $6,709-9.2% | $5,821+4.6% | $6,713-9.3% |
| Admin fee / account holder | $10,072 | $13,988-28.0% | $10,601-5.0% | $11,407-11.7% |