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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 | $377,502 | $183,516+105.7% | $155,534+142.7% | $145,884+158.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.06% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,040 | $5,315-61.6% | $4,675-56.4% | $4,662-56.2% |
| Participant deferral / active EE | $7,988 | $6,467+23.5% | $5,630+41.9% | $6,690+19.4% |
| Admin fee / account holder | $9,817 | $19,293-49.1% | $15,900-38.3% | $13,392-26.7% |