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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 | $464,254 | $104,650+343.6% | $83,854+453.6% | $155,188+199.2% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 91.71% | 28.97%+62.7pp | 31.39%+60.3pp | 148.84%-57.1pp |
| Employer contribution / active EE | $281 | $1,196-76.5% | $1,017-72.4% | $4,248-93.4% |
| Participant deferral / active EE | $976 | $2,367-58.8% | $2,035-52.0% | $6,531-85.0% |
| Admin fee / account holder | $30,903 | $3,518+778.4% | $3,197+866.7% | $14,480+113.4% |