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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 | $468,241 | $154,209+203.6% | $130,062+260.0% | $139,487+235.7% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-23.0pp | 80.3%-24.8pp |
| Annual return | 17.33% | 32.52%-15.2pp | -137.37%+154.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,319 | $5,292-75.1% | $4,322-69.5% | $4,755-72.3% |
| Participant deferral / active EE | $8,497 | $6,709+26.6% | $5,821+46.0% | $6,713+26.6% |
| Admin fee / account holder | $1,792 | $13,988-87.2% | $10,601-83.1% | $11,407-84.3% |