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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 | $352,487 | $183,539+92.1% | $155,556+126.6% | $145,897+141.6% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 16.60% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,755 | $5,315-67.0% | $4,675-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $7,695 | $6,467+19.0% | $5,631+36.7% | $6,689+15.0% |
| Admin fee / account holder | $3,150 | $19,275-83.7% | $15,885-80.2% | $13,390-76.5% |