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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 | $479,786 | $183,539+161.4% | $155,556+208.4% | $145,897+228.9% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 11.89% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,634 | $5,315-69.3% | $4,675-65.1% | $4,663-65.0% |
| Participant deferral / active EE | $8,879 | $6,467+37.3% | $5,631+57.7% | $6,689+32.7% |
| Admin fee / account holder | $9,524 | $19,275-50.6% | $15,885-40.0% | $13,390-28.9% |