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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 | $404,620 | $183,516+120.5% | $155,534+160.1% | $145,884+177.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 13.51% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,797 | $5,315-28.6% | $4,675-18.8% | $4,662-18.6% |
| Participant deferral / active EE | $10,667 | $6,467+65.0% | $5,630+89.5% | $6,690+59.5% |
| Admin fee / account holder | $4,240 | $19,293-78.0% | $15,900-73.3% | $13,392-68.3% |