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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 | $484,060 | $152,619+217.2% | $125,195+286.6% | $152,909+216.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 14.79% | 54.85%-40.1pp | 43.79%-29.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $7,500 | $4,947+51.6% | $3,866+94.0% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,271 | $13,437-75.7% | $9,704-66.3% | $11,601-71.8% |