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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 | $491,256 | $167,362+193.5% | $143,799+241.6% | $134,532+265.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 34.20% | 0.47%+33.7pp | -0.04%+34.2pp | 418.27%-384.1pp |
| Employer contribution / active EE | $12,500 | $5,620+122.4% | $4,952+152.4% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,534 | $18,094-86.0% | $14,677-82.7% | $11,429-77.8% |