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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 | $387,005 | $150,435+157.3% | $120,580+221.0% | $145,897+165.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 72.0%-34.5pp | 80.3%-42.8pp |
| Annual return | 12.04% | 154.60%-142.6pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,247 | $4,352-71.4% | $3,469-64.1% | $4,663-73.3% |
| Participant deferral / active EE | $8,715 | $6,174+41.2% | $4,995+74.5% | $6,689+30.3% |
| Admin fee / account holder | $2,436 | $12,182-80.0% | $9,418-74.1% | $13,390-81.8% |