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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 | $166,020+155.8% | $164,866+157.6% | $145,959+190.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.99% | 100.08%-82.1pp | 69.97%-52.0pp | 561.95%-544.0pp |
| Employer contribution / active EE | $2,716 | $5,275-48.5% | $4,343-37.5% | $4,661-41.7% |
| Participant deferral / active EE | $10,424 | $6,961+49.7% | $6,033+72.8% | $6,689+55.8% |
| Admin fee / account holder | $2,580 | $16,644-84.5% | $12,689-79.7% | $13,398-80.7% |