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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 | $291,498 | $148,582+96.2% | $135,942+114.4% | $139,456+109.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.38% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,727 | $5,245-48.0% | $4,858-43.9% | $4,753-42.6% |
| Participant deferral / active EE | $9,603 | $8,101+18.5% | $7,759+23.8% | $6,711+43.1% |
| Admin fee / account holder | $2,856 | $12,402-77.0% | $10,764-73.5% | $11,407-75.0% |