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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 | $299,579 | $157,304+90.4% | $141,197+112.2% | $152,909+95.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.29% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,000 | $5,263-62.0% | $4,736-57.8% | $4,764-58.0% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $1,813 | $12,126-85.0% | $10,265-82.3% | $11,601-84.4% |