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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 | $360,915 | $197,637+82.6% | $177,848+102.9% | $158,982+127.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 12.92% | 58.77%-45.8pp | 48.33%-35.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,173 | $6,698-67.6% | $5,919-63.3% | $4,763-54.4% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,983+58.8% |
| Admin fee / account holder | $6,684 | $15,406-56.6% | $12,431-46.2% | $11,252-40.6% |