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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 | $533,556 | $110,379+383.4% | $102,412+421.0% | $145,884+265.7% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 14.58% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,009 | $4,216-76.1% | $3,870-73.9% | $4,662-78.4% |
| Participant deferral / active EE | $10,939 | $5,622+94.6% | $5,060+116.2% | $6,690+63.5% |
| Admin fee / account holder | $46,218 | $9,745+374.3% | $8,388+451.0% | $13,392+245.1% |