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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 | $305,796 | $154,193+98.3% | $130,045+135.1% | $139,466+119.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 15.67% | 32.51%-16.8pp | -137.30%+153.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,111 | $5,292-60.1% | $4,321-51.1% | $4,754-55.6% |
| Participant deferral / active EE | $5,754 | $6,709-14.2% | $5,820-1.1% | $6,712-14.3% |
| Admin fee / account holder | $33,063 | $13,989+136.3% | $10,600+211.9% | $11,409+189.8% |