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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 | $364,888 | $211,288+72.7% | $178,540+104.4% | $145,884+150.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.33% | 30.27%-16.9pp | 27.15%-13.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,251 | $4,574-72.6% | $3,953-68.4% | $4,662-73.2% |
| Participant deferral / active EE | $2,044 | $6,967-70.7% | $6,281-67.5% | $6,690-69.5% |
| Admin fee / account holder | $685 | $12,105-94.3% | $10,424-93.4% | $13,392-94.9% |