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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 | $306,334 | $166,131+84.4% | $164,975+85.7% | $145,877+110.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.77% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,814 | $5,276-46.7% | $4,343-35.2% | $4,663-39.7% |
| Participant deferral / active EE | $9,726 | $6,962+39.7% | $6,033+61.2% | $6,691+45.4% |
| Admin fee / account holder | $10,355 | $16,648-37.8% | $12,688-18.4% | $13,402-22.7% |