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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 | $402,202 | $183,539+119.1% | $155,556+158.6% | $145,897+175.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.61% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $10,893 | $5,315+104.9% | $4,675+133.0% | $4,663+133.6% |
| Participant deferral / active EE | $17,250 | $6,467+166.7% | $5,631+206.4% | $6,689+157.9% |
| Admin fee / account holder | $5,408 | $19,275-71.9% | $15,885-66.0% | $13,390-59.6% |