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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 | $308,283 | $211,224+46.0% | $178,505+72.7% | $145,897+111.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.95% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,260 | $4,577-28.8% | $3,955-17.6% | $4,663-30.1% |
| Participant deferral / active EE | $13,206 | $6,966+89.6% | $6,280+110.3% | $6,689+97.4% |
| Admin fee / account holder | $2,518 | $12,109-79.2% | $10,428-75.9% | $13,390-81.2% |