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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 | $255,342 | $166,268+53.6% | $165,100+54.7% | $145,897+75.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.70% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,473 | $5,284-34.3% | $4,348-20.1% | $4,663-25.5% |
| Participant deferral / active EE | $11,924 | $6,964+71.2% | $6,035+97.6% | $6,689+78.2% |
| Admin fee / account holder | $4,135 | $16,659-75.2% | $12,696-67.4% | $13,390-69.1% |