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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 | $295,067 | $157,304+87.6% | $141,197+109.0% | $152,909+93.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.72% | 64.34%-44.6pp | 71.41%-51.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,738 | $5,263-48.0% | $4,736-42.2% | $4,764-42.5% |
| Participant deferral / active EE | $9,413 | $7,111+32.4% | $6,710+40.3% | $5,851+60.9% |
| Admin fee / account holder | $7,377 | $12,126-39.2% | $10,265-28.1% | $11,601-36.4% |