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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 | $382,703 | $232,540+64.6% | $185,117+106.7% | $147,586+159.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 25.43% | 43.03%-17.6pp | 40.50%-15.1pp | 578.59%-553.2pp |
| Employer contribution / active EE | $2,376 | $5,195-54.3% | $4,182-43.2% | $4,876-51.3% |
| Participant deferral / active EE | $10,000 | $5,834+71.4% | $5,045+98.2% | $5,439+83.9% |
| Admin fee / account holder | $6,241 | $10,275-39.3% | $8,159-23.5% | $10,886-42.7% |