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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 | $572,330 | $124,346+360.3% | $111,306+414.2% | $167,553+241.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 14.90% | 37.46%-22.6pp | 54.67%-39.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $8,851 | $3,438+157.5% | $2,732+224.0% | $4,840+82.9% |
| Participant deferral / active EE | $6,822 | $5,182+31.7% | $4,488+52.0% | $6,343+7.6% |
| Admin fee / account holder | $84,184 | $10,623+692.5% | $7,966+956.8% | $12,316+583.5% |