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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 | $437,241 | $227,399+92.3% | $189,758+130.4% | $198,609+120.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.54% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $4,227 | $5,526-23.5% | $4,767-11.3% | $5,055-16.4% |
| Participant deferral / active EE | $7,175 | $6,837+4.9% | $5,856+22.5% | $6,977+2.8% |
| Admin fee / account holder | $800 | $25,162-96.8% | $20,388-96.1% | $19,030-95.8% |