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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 | $344,053 | $165,381+108.0% | $149,730+129.8% | $158,966+116.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.22% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $4,065 | $5,104-20.4% | $4,645-12.5% | $4,762-14.6% |
| Participant deferral / active EE | $6,105 | $7,182-15.0% | $6,843-10.8% | $5,983+2.0% |
| Admin fee / account holder | $144,949 | $10,809+1240.9% | $9,310+1456.8% | $11,250+1188.4% |