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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 | $443,361 | $115,814+282.8% | $101,275+337.8% | $158,982+178.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 17.39% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,809 | $4,176-32.7% | $3,660-23.3% | $4,763-41.0% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $886 | $7,249-87.8% | $5,948-85.1% | $11,252-92.1% |