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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 | $292,508 | $157,296+86.0% | $141,191+107.2% | $152,897+91.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 32.20% | 64.34%-32.1pp | 71.41%-39.2pp | 345.43%-313.2pp |
| Employer contribution / active EE | $3,084 | $5,262-41.4% | $4,736-34.9% | $4,764-35.3% |
| Participant deferral / active EE | $10,540 | $7,111+48.2% | $6,710+57.1% | $5,851+80.1% |
| Admin fee / account holder | $569 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |