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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 | $441,434 | $176,794+149.7% | $146,647+201.0% | $167,553+163.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 19.05% | 24.04%-5.0pp | 22.75%-3.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $2,630 | $5,161-49.0% | $4,137-36.4% | $4,840-45.7% |
| Participant deferral / active EE | $3,287 | $6,440-49.0% | $5,506-40.3% | $6,343-48.2% |
| Admin fee / account holder | $22,095 | $13,262+66.6% | $10,281+114.9% | $12,316+79.4% |