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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 | $308,377 | $157,829+95.4% | $136,867+125.3% | $198,609+55.3% |
| Participation rate | 54.2% | 77.2%-23.0pp | 74.5%-20.4pp | 82.4%-28.2pp |
| Annual return | 10.19% | 51.25%-41.1pp | 42.97%-32.8pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,386 | $3,923-64.7% | $3,547-60.9% | $5,055-72.6% |
| Participant deferral / active EE | $2,249 | $5,463-58.8% | $4,924-54.3% | $6,977-67.8% |
| Admin fee / account holder | $67,206 | $11,107+505.1% | $10,340+550.0% | $19,030+253.2% |