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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 | $378,447 | $110,410+242.8% | $102,437+269.4% | $145,897+159.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.40% | 24.85%-5.5pp | 24.95%-5.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $5,096 | $4,217+20.8% | $3,871+31.6% | $4,663+9.3% |
| Participant deferral / active EE | $4,950 | $5,622-12.0% | $5,060-2.2% | $6,689-26.0% |
| Admin fee / account holder | $2,701 | $9,745-72.3% | $8,388-67.8% | $13,390-79.8% |