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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 | $262,115 | $176,794+48.3% | $146,647+78.7% | $167,553+56.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 78.44% | 24.04%+54.4pp | 22.75%+55.7pp | 478.89%-400.5pp |
| Employer contribution / active EE | $2,770 | $5,161-46.3% | $4,137-33.0% | $4,840-42.8% |
| Participant deferral / active EE | $7,750 | $6,440+20.3% | $5,506+40.8% | $6,343+22.2% |
| Admin fee / account holder | $1,408 | $13,262-89.4% | $10,281-86.3% | $12,316-88.6% |