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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 | $426,565 | $125,778+239.1% | $114,563+272.3% | $154,746+175.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 15.71% | 295.14%-279.4pp | 241.09%-225.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,111 | $2,806-60.4% | $2,592-57.1% | $4,379-74.6% |
| Participant deferral / active EE | $10,130 | $4,445+127.9% | $4,142+144.6% | $6,730+50.5% |
| Admin fee / account holder | $3,603 | $8,190-56.0% | $7,623-52.7% | $14,365-74.9% |