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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 | $475,339 | $154,193+208.3% | $130,045+265.5% | $139,466+240.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 12.19% | 32.51%-20.3pp | -137.30%+149.5pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,733 | $5,292-67.3% | $4,321-59.9% | $4,754-63.5% |
| Participant deferral / active EE | $23,192 | $6,709+245.7% | $5,820+298.5% | $6,712+245.5% |
| Admin fee / account holder | $6,592 | $13,989-52.9% | $10,600-37.8% | $11,409-42.2% |