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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 | $383,337 | $132,634+189.0% | $115,768+231.1% | $137,256+179.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 11.69% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,172 | $3,360-65.1% | $2,940-60.1% | $4,156-71.8% |
| Participant deferral / active EE | $5,921 | $5,619+5.4% | $4,917+20.4% | $6,407-7.6% |
| Admin fee / account holder | $8,823 | $15,028-41.3% | $12,439-29.1% | $12,270-28.1% |