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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 | $352,243 | $118,496+197.3% | $98,461+257.7% | $139,466+152.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 80.07% | 18.96%+61.1pp | 21.17%+58.9pp | 373.66%-293.6pp |
| Employer contribution / active EE | $4,479 | $3,611+24.1% | $3,049+46.9% | $4,754-5.8% |
| Participant deferral / active EE | $12,047 | $5,393+123.4% | $4,738+154.2% | $6,712+79.5% |
| Admin fee / account holder | $3,352 | $14,056-76.2% | $8,961-62.6% | $11,409-70.6% |