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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 | $302,094 | $70,366+329.3% | $66,674+353.1% | $138,895+117.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.98% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,647 | $2,765-4.3% | $2,620+1.0% | $4,194-36.9% |
| Participant deferral / active EE | $12,131 | $4,374+177.3% | $4,084+197.0% | $6,396+89.7% |
| Admin fee / account holder | $2,597 | $5,262-50.7% | $5,098-49.1% | $12,562-79.3% |