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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 | $316,214 | $157,296+101.0% | $141,191+124.0% | $152,897+106.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.03% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,049 | $5,262-61.1% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $6,752 | $7,111-5.0% | $6,710+0.6% | $5,851+15.4% |
| Admin fee / account holder | $6,675 | $12,125-44.9% | $10,264-35.0% | $11,599-42.5% |