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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 | $440,533 | $165,399+166.3% | $149,745+194.2% | $158,982+177.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.53% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,749 | $5,105-65.7% | $4,646-62.3% | $4,763-63.3% |
| Participant deferral / active EE | $8,494 | $7,183+18.3% | $6,843+24.1% | $5,983+42.0% |
| Admin fee / account holder | $2,634 | $10,811-75.6% | $9,312-71.7% | $11,252-76.6% |