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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 | $183,592+135.2% | $155,574+177.6% | $145,877+196.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.63% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,578 | $5,317-70.3% | $4,676-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $6,130 | $6,466-5.2% | $5,629+8.9% | $6,691-8.4% |
| Admin fee / account holder | $30,536 | $19,316+58.1% | $15,914+91.9% | $13,402+127.8% |