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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 | $404,731 | $183,539+120.5% | $155,556+160.2% | $145,897+177.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.23% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,427 | $5,315-73.2% | $4,675-69.5% | $4,663-69.4% |
| Participant deferral / active EE | $8,373 | $6,467+29.5% | $5,631+48.7% | $6,689+25.2% |
| Admin fee / account holder | $1,242 | $19,275-93.6% | $15,885-92.2% | $13,390-90.7% |