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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 | $285,836 | $157,304+81.7% | $141,197+102.4% | $152,909+86.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 18.47% | 64.34%-45.9pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $2,399 | $5,263-54.4% | $4,736-49.4% | $4,764-49.6% |
| Participant deferral / active EE | $7,617 | $7,111+7.1% | $6,710+13.5% | $5,851+30.2% |
| Admin fee / account holder | $402 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |