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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 | $279,510 | $148,623+88.1% | $135,974+105.6% | $139,466+100.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.56% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,100 | $5,246-79.0% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $4,247 | $8,103-47.6% | $7,760-45.3% | $6,712-36.7% |
| Admin fee / account holder | $1,212 | $12,406-90.2% | $10,767-88.7% | $11,409-89.4% |