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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 | $310,878 | $172,111+80.6% | $150,298+106.8% | $137,256+126.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,497 | $4,636+148.0% | $4,154+176.8% | $4,156+176.6% |
| Participant deferral / active EE | $9,825 | $6,166+59.3% | $5,453+80.2% | $6,407+53.4% |
| Admin fee / account holder | $5,591 | $16,471-66.1% | $14,116-60.4% | $12,270-54.4% |