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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 | $360,400 | $165,399+117.9% | $149,745+140.7% | $158,982+126.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.44% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,215 | $5,105-37.0% | $4,646-30.8% | $4,763-32.5% |
| Participant deferral / active EE | $7,180 | $7,1830% | $6,843+4.9% | $5,983+20.0% |
| Admin fee / account holder | $5,580 | $10,811-48.4% | $9,312-40.1% | $11,252-50.4% |