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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 | $383,349 | $166,020+130.9% | $164,866+132.5% | $145,959+162.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 17.67% | 100.08%-82.4pp | 69.97%-52.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,239 | $5,275-57.5% | $4,343-48.4% | $4,661-52.0% |
| Participant deferral / active EE | $5,598 | $6,961-19.6% | $6,033-7.2% | $6,689-16.3% |
| Admin fee / account holder | $5,082 | $16,644-69.5% | $12,689-59.9% | $13,398-62.1% |