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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 | $450,054 | $208,088+116.3% | $186,193+141.7% | $154,746+190.8% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 14.01% | 89.97%-76.0pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,156 | $4,340-73.4% | $3,918-70.5% | $4,379-73.6% |
| Participant deferral / active EE | $7,981 | $7,078+12.8% | $6,513+22.5% | $6,730+18.6% |
| Admin fee / account holder | $2,835 | $11,698-75.8% | $11,058-74.4% | $14,365-80.3% |