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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 | $391,578 | $196,972+98.8% | $182,262+114.8% | $198,609+97.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.26% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,415 | $5,364-55.0% | $5,046-52.1% | $5,055-52.2% |
| Participant deferral / active EE | $10,822 | $8,643+25.2% | $8,276+30.8% | $6,977+55.1% |
| Admin fee / account holder | $3,400 | $18,429-81.6% | $16,712-79.7% | $19,030-82.1% |