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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 | $288,127 | $90,614+218.0% | $76,089+278.7% | $145,877+97.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.41% | 623.80%-606.4pp | 360.94%-343.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,630 | $3,324-20.9% | $2,690-2.2% | $4,663-43.6% |
| Participant deferral / active EE | $9,950 | $5,168+92.5% | $4,259+133.6% | $6,691+48.7% |
| Admin fee / account holder | $3,104 | $8,376-62.9% | $6,418-51.6% | $13,402-76.8% |