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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 | $400,235 | $183,539+118.1% | $155,556+157.3% | $145,897+174.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 14.80% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,069 | $5,315-61.1% | $4,675-55.8% | $4,663-55.6% |
| Participant deferral / active EE | $7,700 | $6,467+19.1% | $5,631+36.7% | $6,689+15.1% |
| Admin fee / account holder | $3,571 | $19,275-81.5% | $15,885-77.5% | $13,390-73.3% |