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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 | $313,458 | $78,690+298.3% | $161,489+94.1% | $87,485+258.3% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,117 | $2,588-56.8% | $4,268-73.8% | $2,596-57.0% |
| Participant deferral / active EE | $3,347 | $3,311+1.1% | $5,630-40.5% | $4,274-21.7% |
| Admin fee / account holder | $3,720 | $6,724-44.7% | $16,006-76.8% | $7,775-52.2% |