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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 | $429,352 | $111,535+284.9% | $105,223+308.0% | $137,256+212.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.83% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $953 | $3,939-75.8% | $3,689-74.2% | $4,156-77.1% |
| Participant deferral / active EE | $5,167 | $5,500-6.1% | $5,072+1.9% | $6,407-19.4% |
| Admin fee / account holder | $4,075 | $9,721-58.1% | $8,859-54.0% | $12,270-66.8% |