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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 | $372,363 | $129,737+187.0% | $119,126+212.6% | $154,746+140.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 11.37% | 379.08%-367.7pp | 282.11%-270.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $7,000 | $4,375+60.0% | $4,034+73.5% | $4,379+59.9% |
| Participant deferral / active EE | $15,500 | $5,842+165.3% | $5,318+191.5% | $6,730+130.3% |
| Admin fee / account holder | $12,949 | $11,961+8.3% | $10,693+21.1% | $14,365-9.9% |