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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 | $357,586 | $165,399+116.2% | $149,745+138.8% | $158,982+124.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.89% | 348.34%-331.4pp | 276.72%-259.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,741 | $5,105-46.3% | $4,646-41.0% | $4,763-42.4% |
| Participant deferral / active EE | $5,424 | $7,183-24.5% | $6,843-20.7% | $5,983-9.3% |
| Admin fee / account holder | $938 | $10,811-91.3% | $9,312-89.9% | $11,252-91.7% |