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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 | $375,954 | $225,673+66.6% | $203,872+84.4% | $155,188+142.3% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 16.82% | 95.91%-79.1pp | 85.11%-68.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,312 | $4,099-68.0% | $3,757-65.1% | $4,248-69.1% |
| Participant deferral / active EE | $4,373 | $6,893-36.6% | $6,388-31.5% | $6,531-33.1% |
| Admin fee / account holder | $19,630 | $12,327+59.2% | $11,730+67.3% | $14,480+35.6% |