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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 | $366,829 | $227,597+61.2% | $189,575+93.5% | $167,536+119.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 15.89% | 78.44%-62.5pp | 64.19%-48.3pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,341 | $5,316-74.8% | $4,412-69.6% | $4,839-72.3% |
| Participant deferral / active EE | $4,707 | $7,002-32.8% | $6,174-23.8% | $6,342-25.8% |
| Admin fee / account holder | $16,118 | $11,877+35.7% | $9,806+64.4% | $12,315+30.9% |