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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 | $371,989 | $180,749+105.8% | $160,784+131.4% | $137,256+171.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 17.55% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,834 | $4,155-55.9% | $3,733-50.9% | $4,156-55.9% |
| Participant deferral / active EE | $10,268 | $6,844+50.0% | $6,293+63.2% | $6,407+60.3% |
| Admin fee / account holder | $5,860 | $10,397-43.6% | $9,717-39.7% | $12,270-52.2% |