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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 | $415,995 | $183,592+126.6% | $155,574+167.4% | $145,877+185.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.82% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,471 | $5,317-53.5% | $4,676-47.2% | $4,663-47.0% |
| Participant deferral / active EE | $11,250 | $6,466+74.0% | $5,629+99.8% | $6,691+68.1% |
| Admin fee / account holder | $2,060 | $19,316-89.3% | $15,914-87.1% | $13,402-84.6% |