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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 | $387,401 | $70,121+452.5% | $63,803+507.2% | $138,895+178.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 16.79% | 946.48%-929.7pp | 543.72%-526.9pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,537 | $2,882-12.0% | $2,532+0.2% | $4,194-39.5% |
| Participant deferral / active EE | $2,368 | $4,535-47.8% | $3,843-38.4% | $6,396-63.0% |
| Admin fee / account holder | $983 | $6,738-85.4% | $5,196-81.1% | $12,562-92.2% |