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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 | $317,414 | $148,623+113.6% | $135,974+133.4% | $139,466+127.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 12.77% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,669 | $5,246-49.1% | $4,859-45.1% | $4,754-43.9% |
| Participant deferral / active EE | $7,309 | $8,103-9.8% | $7,760-5.8% | $6,712+8.9% |
| Admin fee / account holder | $9,192 | $12,406-25.9% | $10,767-14.6% | $11,409-19.4% |