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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 | $148,558+101.6% | $135,925+120.3% | $139,427+114.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 23.75% | 79.22%-55.5pp | 68.25%-44.5pp | 373.27%-349.5pp |
| Employer contribution / active EE | $7,000 | $5,244+33.5% | $4,857+44.1% | $4,752+47.3% |
| Participant deferral / active EE | $28,500 | $8,101+251.8% | $7,759+267.3% | $6,711+324.7% |
| Admin fee / account holder | $1,054 | $12,401-91.5% | $10,764-90.2% | $11,404-90.8% |