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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 | $465,796 | $100,073+365.5% | $85,126+447.2% | $145,877+219.3% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 12.02% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,339 | $3,236-58.6% | $2,731-51.0% | $4,663-71.3% |
| Participant deferral / active EE | $8,839 | $5,294+67.0% | $4,523+95.4% | $6,691+32.1% |
| Admin fee / account holder | $13,099 | $7,261+80.4% | $6,160+112.6% | $13,402-2.3% |