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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 | $360,647 | $100,203+259.9% | $85,240+323.1% | $145,897+147.2% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 22.44% | 84.28%-61.8pp | 66.75%-44.3pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,042 | $3,242-67.9% | $2,735-61.9% | $4,663-77.7% |
| Participant deferral / active EE | $2,491 | $5,299-53.0% | $4,527-45.0% | $6,689-62.8% |
| Admin fee / account holder | $5,081 | $7,265-30.1% | $6,165-17.6% | $13,390-62.1% |