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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 | $325,944 | $89,259+265.2% | $107,187+204.1% | $82,637+294.4% |
| Participation rate | 34.4% | 67.9%-33.6pp | 75.0%-40.6pp | 68.1%-33.7pp |
| Annual return | 20.06% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.4pp |
| Employer contribution / active EE | $5,572 | $3,080+80.9% | $3,782+47.3% | $2,552+118.3% |
| Participant deferral / active EE | $3,400 | $4,037-15.8% | $5,096-33.3% | $4,126-17.6% |
| Admin fee / account holder | $670 | $7,381-90.9% | $9,162-92.7% | $7,339-90.9% |