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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 | $280,046 | $111,814+150.5% | $93,654+199.0% | $145,959+91.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 36.90% | 203.30%-166.4pp | 133.34%-96.4pp | 561.95%-525.0pp |
| Employer contribution / active EE | $992 | $3,092-67.9% | $2,421-59.0% | $4,661-78.7% |
| Participant deferral / active EE | $6,771 | $4,914+37.8% | $4,413+53.4% | $6,689+1.2% |
| Admin fee / account holder | $14,972 | $10,246+46.1% | $8,282+80.8% | $13,398+11.7% |