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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 | $94,439+391.6% | $73,658+530.3% | $154,746+200.0% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 91.71% | 28.25%+63.5pp | 29.72%+62.0pp | 172.34%-80.6pp |
| Employer contribution / active EE | $281 | $1,257-77.6% | $1,032-72.8% | $4,379-93.6% |
| Participant deferral / active EE | $976 | $2,527-61.4% | $2,062-52.6% | $6,730-85.5% |
| Admin fee / account holder | $30,903 | $3,843+704.2% | $3,357+820.6% | $14,365+115.1% |