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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 | $383,389 | $166,268+130.6% | $165,100+132.2% | $145,897+162.8% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 12.21% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,309 | $5,284-56.3% | $4,348-46.9% | $4,663-50.5% |
| Participant deferral / active EE | $6,892 | $6,964-1.0% | $6,035+14.2% | $6,689+3.0% |
| Admin fee / account holder | $4,309 | $16,659-74.1% | $12,696-66.1% | $13,390-67.8% |