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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 | $399,345 | $148,623+168.7% | $135,974+193.7% | $139,466+186.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.69% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,862 | $5,246-64.5% | $4,859-61.7% | $4,754-60.8% |
| Participant deferral / active EE | $4,898 | $8,103-39.5% | $7,760-36.9% | $6,712-27.0% |
| Admin fee / account holder | $1,785 | $12,406-85.6% | $10,767-83.4% | $11,409-84.4% |