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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 | $418,838 | $148,582+181.9% | $135,942+208.1% | $139,456+200.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.89% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $3,080 | $5,245-41.3% | $4,858-36.6% | $4,753-35.2% |
| Participant deferral / active EE | $11,250 | $8,101+38.9% | $7,759+45.0% | $6,711+67.6% |
| Admin fee / account holder | $1,006 | $12,402-91.9% | $10,764-90.7% | $11,407-91.2% |