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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 | $267,675 | $129,737+106.3% | $119,126+124.7% | $154,746+73.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 19.09% | 379.08%-360.0pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,535 | $4,375-42.1% | $4,034-37.1% | $4,379-42.1% |
| Participant deferral / active EE | $6,860 | $5,842+17.4% | $5,318+29.0% | $6,730+1.9% |
| Admin fee / account holder | $1,770 | $11,961-85.2% | $10,693-83.5% | $14,365-87.7% |