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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 | $322,869 | $165,399+95.2% | $149,745+115.6% | $158,982+103.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.20% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,940 | $5,105-62.0% | $4,646-58.2% | $4,763-59.3% |
| Participant deferral / active EE | $5,666 | $7,183-21.1% | $6,843-17.2% | $5,983-5.3% |
| Admin fee / account holder | $43,417 | $10,811+301.6% | $9,312+366.3% | $11,252+285.9% |