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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 | $430,163 | $166,242+158.8% | $165,071+160.6% | $145,884+194.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 13.10% | 100.44%-87.3pp | 70.17%-57.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,882 | $5,283-64.4% | $4,347-56.7% | $4,662-59.6% |
| Participant deferral / active EE | $3,867 | $6,964-44.5% | $6,035-35.9% | $6,690-42.2% |
| Admin fee / account holder | $37,374 | $16,658+124.4% | $12,695+194.4% | $13,392+179.1% |