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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 | $415,119 | $81,664+408.3% | $70,476+489.0% | $158,966+161.1% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 20.75% | 208.59%-187.8pp | 109.12%-88.4pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,507 | $3,219-53.2% | $2,738-45.0% | $4,762-68.4% |
| Participant deferral / active EE | $8,578 | $4,556+88.3% | $3,710+131.2% | $5,983+43.4% |
| Admin fee / account holder | $2,307 | $6,197-62.8% | $3,847-40.0% | $11,250-79.5% |