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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 | $351,550 | $99,995+251.6% | $85,063+313.3% | $145,978+140.8% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 11.25% | 83.99%-72.7pp | 66.54%-55.3pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,373 | $3,231+4.4% | $2,727+23.7% | $4,662-27.6% |
| Participant deferral / active EE | $4,935 | $5,295-6.8% | $4,523+9.1% | $6,690-26.2% |
| Admin fee / account holder | $4,289 | $7,255-40.9% | $6,155-30.3% | $13,400-68.0% |