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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 | $356,293 | $132,099+169.7% | $115,599+208.2% | $138,895+156.5% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.3%-39.3pp | 79.9%-44.9pp |
| Annual return | 17.20% | 176.76%-159.6pp | 111.10%-93.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,071 | $3,416-68.6% | $2,955-63.7% | $4,194-74.5% |
| Participant deferral / active EE | $3,597 | $5,617-36.0% | $4,889-26.4% | $6,396-43.8% |
| Admin fee / account holder | $2,162 | $15,650-86.2% | $12,841-83.2% | $12,562-82.8% |