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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 | $261,727 | $157,304+66.4% | $141,197+85.4% | $152,909+71.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.99% | 64.34%-44.4pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,465 | $5,263-34.2% | $4,736-26.8% | $4,764-27.3% |
| Participant deferral / active EE | $5,885 | $7,111-17.2% | $6,710-12.3% | $5,851+0.6% |
| Admin fee / account holder | $1,891 | $12,126-84.4% | $10,265-81.6% | $11,601-83.7% |