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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 | $297,007 | $115,814+156.5% | $101,275+193.3% | $158,982+86.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 49.10% | 56.16%-7.1pp | 46.48%+2.6pp | 302.99%-253.9pp |
| Employer contribution / active EE | $1,357 | $4,176-67.5% | $3,660-62.9% | $4,763-71.5% |
| Participant deferral / active EE | $4,554 | $4,958-8.2% | $4,371+4.2% | $5,983-23.9% |
| Admin fee / account holder | $771 | $7,249-89.4% | $5,948-87.0% | $11,252-93.1% |