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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 | $359,611 | $165,361+117.5% | $149,715+140.2% | $158,950+126.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.61% | 348.24%-335.6pp | 276.66%-264.1pp | 302.91%-290.3pp |
| Employer contribution / active EE | $2,952 | $5,103-42.2% | $4,645-36.4% | $4,762-38.0% |
| Participant deferral / active EE | $6,085 | $7,182-15.3% | $6,842-11.1% | $5,983+1.7% |
| Admin fee / account holder | $943 | $10,808-91.3% | $9,310-89.9% | $11,248-91.6% |