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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 | $375,858 | $111,787+236.2% | $93,681+301.2% | $145,978+157.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 22.79% | 203.52%-180.7pp | 133.47%-110.7pp | 550.52%-527.7pp |
| Employer contribution / active EE | $1,365 | $3,093-55.9% | $2,422-43.6% | $4,662-70.7% |
| Participant deferral / active EE | $3,604 | $4,918-26.7% | $4,415-18.4% | $6,690-46.1% |
| Admin fee / account holder | $9,299 | $10,256-9.3% | $8,290+12.2% | $13,400-30.6% |