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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 | $411,439 | $157,304+161.6% | $141,197+191.4% | $152,909+169.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.18% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,458 | $5,263-72.3% | $4,736-69.2% | $4,764-69.4% |
| Participant deferral / active EE | $5,298 | $7,111-25.5% | $6,710-21.0% | $5,851-9.5% |
| Admin fee / account holder | $3,547 | $12,126-70.7% | $10,265-65.4% | $11,601-69.4% |