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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 | $271,273 | $148,582+82.6% | $135,942+99.6% | $139,456+94.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.54% | 79.26%-63.7pp | 68.28%-52.7pp | 373.45%-357.9pp |
| Employer contribution / active EE | $5,034 | $5,245-4.0% | $4,858+3.6% | $4,753+5.9% |
| Participant deferral / active EE | $12,250 | $8,101+51.2% | $7,759+57.9% | $6,711+82.5% |
| Admin fee / account holder | $1,398 | $12,402-88.7% | $10,764-87.0% | $11,407-87.7% |