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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 | $411,197 | $134,817+205.0% | $123,973+231.7% | $155,188+165.0% |
| Participation rate | 23.8% | 79.4%-55.6pp | 76.7%-52.8pp | 80.8%-57.0pp |
| Annual return | 14.38% | 515.49%-501.1pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,062 | $4,425-76.0% | $4,126-74.3% | $4,248-75.0% |
| Participant deferral / active EE | $3,931 | $5,706-31.1% | $5,247-25.1% | $6,531-39.8% |
| Admin fee / account holder | $840 | $13,245-93.7% | $11,799-92.9% | $14,480-94.2% |