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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 | $456,839 | $211,239+116.3% | $178,528+155.9% | $145,877+213.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.85% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,768 | $4,570-61.3% | $3,950-55.2% | $4,663-62.1% |
| Participant deferral / active EE | $3,195 | $6,963-54.1% | $6,278-49.1% | $6,691-52.2% |
| Admin fee / account holder | $72,236 | $12,095+497.3% | $10,419+593.3% | $13,402+439.0% |