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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 | $166,131+130.8% | $164,975+132.4% | $145,877+162.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 17.67% | 100.37%-82.7pp | 70.12%-52.5pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,239 | $5,276-57.6% | $4,343-48.4% | $4,663-52.0% |
| Participant deferral / active EE | $5,598 | $6,962-19.6% | $6,033-7.2% | $6,691-16.3% |
| Admin fee / account holder | $5,082 | $16,648-69.5% | $12,688-59.9% | $13,402-62.1% |