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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 | $511,629 | $208,088+145.9% | $186,193+174.8% | $154,746+230.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 19.22% | 89.97%-70.8pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,688 | $4,340-61.1% | $3,918-56.9% | $4,379-61.4% |
| Participant deferral / active EE | $6,126 | $7,078-13.5% | $6,513-5.9% | $6,730-9.0% |
| Admin fee / account holder | $10,644 | $11,698-9.0% | $11,058-3.7% | $14,365-25.9% |