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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 | $426,919 | $183,516+132.6% | $155,534+174.5% | $145,884+192.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.43% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,002 | $5,315-62.3% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $11,898 | $6,467+84.0% | $5,630+111.3% | $6,690+77.9% |
| Admin fee / account holder | $7,210 | $19,293-62.6% | $15,900-54.7% | $13,392-46.2% |