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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 | $502,585 | $183,516+173.9% | $155,534+223.1% | $145,884+244.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.76% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,926 | $5,315-63.8% | $4,675-58.8% | $4,662-58.7% |
| Participant deferral / active EE | $3,971 | $6,467-38.6% | $5,630-29.5% | $6,690-40.6% |
| Admin fee / account holder | $2,504 | $19,293-87.0% | $15,900-84.3% | $13,392-81.3% |