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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 | $285,467 | $183,592+55.5% | $155,574+83.5% | $145,877+95.7% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 18.52% | 61.37%-42.9pp | 64.87%-46.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,878 | $5,317-64.7% | $4,676-59.8% | $4,663-59.7% |
| Participant deferral / active EE | $6,000 | $6,466-7.2% | $5,629+6.6% | $6,691-10.3% |
| Admin fee / account holder | $15,576 | $19,316-19.4% | $15,914-2.1% | $13,402+16.2% |