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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 | $312,401 | $88,754+252.0% | $81,820+281.8% | $145,877+114.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.23% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $8,574 | $3,085+177.9% | $2,915+194.1% | $4,663+83.9% |
| Participant deferral / active EE | $10,025 | $4,648+115.7% | $4,323+131.9% | $6,691+49.8% |
| Admin fee / account holder | $304 | $8,424-96.4% | $7,391-95.9% | $13,402-97.7% |