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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 | $389,339 | $157,304+147.5% | $141,197+175.7% | $152,909+154.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.54% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,527 | $5,263-52.0% | $4,736-46.6% | $4,764-47.0% |
| Participant deferral / active EE | $4,109 | $7,111-42.2% | $6,710-38.8% | $5,851-29.8% |
| Admin fee / account holder | $2,249 | $12,126-81.5% | $10,265-78.1% | $11,601-80.6% |