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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 | $299,435 | $148,629+101.5% | $135,982+120.2% | $139,487+114.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 23.75% | 79.33%-55.6pp | 68.32%-44.6pp | 373.84%-350.1pp |
| Employer contribution / active EE | $7,000 | $5,247+33.4% | $4,859+44.1% | $4,755+47.2% |
| Participant deferral / active EE | $28,500 | $8,102+251.7% | $7,760+267.3% | $6,713+324.6% |
| Admin fee / account holder | $1,054 | $12,406-91.5% | $10,767-90.2% | $11,407-90.8% |