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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 | $299,959 | $70,366+326.3% | $66,674+349.9% | $138,895+116.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 16.40% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,340 | $2,765-51.5% | $2,620-48.9% | $4,194-68.1% |
| Participant deferral / active EE | $5,025 | $4,374+14.9% | $4,084+23.0% | $6,396-21.4% |
| Admin fee / account holder | $1,610 | $5,262-69.4% | $5,098-68.4% | $12,562-87.2% |