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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 | $590,277 | $99,995+490.3% | $85,063+593.9% | $145,978+304.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.46% | 83.99%-70.5pp | 66.54%-53.1pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,500 | $3,231-22.6% | $2,727-8.3% | $4,662-46.4% |
| Participant deferral / active EE | $11,500 | $5,295+117.2% | $4,523+154.3% | $6,690+71.9% |
| Admin fee / account holder | $10,636 | $7,255+46.6% | $6,155+72.8% | $13,400-20.6% |