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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 | $277,974 | $84,708+228.2% | $75,714+267.1% | $167,536+65.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 10.54% | 199.62%-189.1pp | 104.62%-94.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $19,256 | $3,231+495.9% | $2,744+601.9% | $4,839+297.9% |
| Participant deferral / active EE | $12,995 | $4,577+183.9% | $3,820+240.1% | $6,342+104.9% |
| Admin fee / account holder | $2,213 | $5,358-58.7% | $3,619-38.9% | $12,315-82.0% |