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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 | $304,204 | $166,242+83.0% | $165,071+84.3% | $145,884+108.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.58% | 100.44%-83.9pp | 70.17%-53.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,481 | $5,283-72.0% | $4,347-65.9% | $4,662-68.2% |
| Participant deferral / active EE | $4,938 | $6,964-29.1% | $6,035-18.2% | $6,690-26.2% |
| Admin fee / account holder | $15,418 | $16,658-7.4% | $12,695+21.4% | $13,392+15.1% |