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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 | $295,404 | $142,430+107.4% | $115,170+156.5% | $152,885+93.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 17.28% | 41.48%-24.2pp | 35.60%-18.3pp | 345.39%-328.1pp |
| Employer contribution / active EE | $12,105 | $4,011+201.8% | $3,179+280.8% | $4,763+154.1% |
| Participant deferral / active EE | $4,409 | $5,165-14.6% | $4,169+5.8% | $5,851-24.6% |
| Admin fee / account holder | $9,023 | $8,464+6.6% | $7,089+27.3% | $11,598-22.2% |