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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 | $424,637 | $166,131+155.6% | $164,975+157.4% | $145,877+191.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.99% | 100.37%-82.4pp | 70.12%-52.1pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,716 | $5,276-48.5% | $4,343-37.5% | $4,663-41.8% |
| Participant deferral / active EE | $10,424 | $6,962+49.7% | $6,033+72.8% | $6,691+55.8% |
| Admin fee / account holder | $2,580 | $16,648-84.5% | $12,688-79.7% | $13,402-80.8% |