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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 | $417,614 | $166,242+151.2% | $165,071+153.0% | $145,884+186.3% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 15.63% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,149 | $5,283-59.3% | $4,347-50.6% | $4,662-53.9% |
| Participant deferral / active EE | $4,844 | $6,964-30.4% | $6,035-19.7% | $6,690-27.6% |
| Admin fee / account holder | $4,518 | $16,658-72.9% | $12,695-64.4% | $13,392-66.3% |