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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 | $410,335 | $125,237+227.6% | $105,608+288.5% | $145,877+181.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 20.71% | 225.76%-205.1pp | 116.50%-95.8pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,601 | $3,720-57.0% | $3,167-49.5% | $4,663-65.7% |
| Participant deferral / active EE | $6,760 | $5,711+18.4% | $5,010+34.9% | $6,691+1.0% |
| Admin fee / account holder | $1,372 | $17,287-92.1% | $11,028-87.6% | $13,402-89.8% |