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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 | $310,210 | $157,296+97.2% | $141,191+119.7% | $152,897+102.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.45% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $3,753 | $5,262-28.7% | $4,736-20.8% | $4,764-21.2% |
| Participant deferral / active EE | $8,278 | $7,111+16.4% | $6,710+23.4% | $5,851+41.5% |
| Admin fee / account holder | $1,316 | $12,125-89.1% | $10,264-87.2% | $11,599-88.7% |