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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 | $382,741 | $148,629+157.5% | $135,982+181.5% | $139,487+174.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.29% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $3,253 | $5,247-38.0% | $4,859-33.0% | $4,755-31.6% |
| Participant deferral / active EE | $12,252 | $8,102+51.2% | $7,760+57.9% | $6,713+82.5% |
| Admin fee / account holder | $2,510 | $12,406-79.8% | $10,767-76.7% | $11,407-78.0% |