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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 | $329,411 | $126,519+160.4% | $106,201+210.2% | $145,959+125.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.47% | 225.10%-210.6pp | 116.26%-101.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,780 | $3,726-25.4% | $3,170-12.3% | $4,661-40.4% |
| Participant deferral / active EE | $9,125 | $5,716+59.7% | $5,012+82.1% | $6,689+36.4% |
| Admin fee / account holder | $1,901 | $17,312-89.0% | $11,039-82.8% | $13,398-85.8% |