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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 | $431,836 | $183,516+135.3% | $155,534+177.6% | $145,884+196.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.63% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,578 | $5,315-70.3% | $4,675-66.2% | $4,662-66.2% |
| Participant deferral / active EE | $6,130 | $6,467-5.2% | $5,630+8.9% | $6,690-8.4% |
| Admin fee / account holder | $30,536 | $19,293+58.3% | $15,900+92.1% | $13,392+128.0% |