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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 | $446,500 | $176,786+152.6% | $146,643+204.5% | $167,536+166.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 30.31% | 24.04%+6.3pp | 22.75%+7.6pp | 478.82%-448.5pp |
| Employer contribution / active EE | $16,379 | $5,161+217.3% | $4,137+295.9% | $4,839+238.5% |
| Participant deferral / active EE | $19,311 | $6,440+199.9% | $5,506+250.7% | $6,342+204.5% |
| Admin fee / account holder | $2,752 | $13,262-79.2% | $10,280-73.2% | $12,315-77.7% |