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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 | $272,402 | $124,346+119.1% | $111,306+144.7% | $167,553+62.6% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 14.55% | 37.46%-22.9pp | 54.67%-40.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $4,251 | $3,438+23.7% | $2,732+55.6% | $4,840-12.2% |
| Participant deferral / active EE | $4,520 | $5,182-12.8% | $4,488+0.7% | $6,343-28.7% |
| Admin fee / account holder | $42,230 | $10,623+297.5% | $7,966+430.1% | $12,316+242.9% |