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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 | $356,263 | $154,193+131.0% | $130,045+174.0% | $139,466+155.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.55% | 32.51%-14.0pp | -137.30%+155.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $16,688 | $5,292+215.3% | $4,321+286.2% | $4,754+251.0% |
| Participant deferral / active EE | $28,513 | $6,709+325.0% | $5,820+389.9% | $6,712+324.8% |
| Admin fee / account holder | $1,725 | $13,989-87.7% | $10,600-83.7% | $11,409-84.9% |