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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 | $464,266 | $124,314+273.5% | $109,163+325.3% | $167,518+177.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.75%-10.3pp | 478.71%-463.3pp |
| Employer contribution / active EE | $8,973 | $4,209+113.2% | $3,723+141.0% | $4,838+85.4% |
| Participant deferral / active EE | $13,294 | $5,256+152.9% | $4,654+185.6% | $6,342+109.6% |
| Admin fee / account holder | $35,896 | $7,973+350.2% | $6,754+431.5% | $12,312+191.5% |