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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 | $462,604 | $110,410+319.0% | $102,437+351.6% | $145,897+217.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.66% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $973 | $4,217-76.9% | $3,871-74.9% | $4,663-79.1% |
| Participant deferral / active EE | $12,760 | $5,622+127.0% | $5,060+152.2% | $6,689+90.8% |
| Admin fee / account holder | $4,391 | $9,745-54.9% | $8,388-47.6% | $13,390-67.2% |