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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 | $435,770 | $105,158+314.4% | $94,672+360.3% | $139,487+212.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 21.79% | 38.11%-16.3pp | 156.89%-135.1pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,445 | $4,107-40.5% | $3,673-33.4% | $4,755-48.6% |
| Participant deferral / active EE | $11,940 | $7,599+57.1% | $7,417+61.0% | $6,713+77.9% |
| Admin fee / account holder | $2,535 | $8,972-71.7% | $7,222-64.9% | $11,407-77.8% |