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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 | $384,651 | $102,422+275.6% | $147,117+161.5% | $80,959+375.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 14.93% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,304 | $3,717-11.1% | $4,932-33.0% | $2,757+19.8% |
| Participant deferral / active EE | $4,774 | $6,652-28.2% | $8,065-40.8% | $4,300+11.0% |
| Admin fee / account holder | $33,569 | $7,953+322.1% | $12,993+158.4% | $6,925+384.7% |