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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 | $372,209 | $211,239+76.2% | $178,528+108.5% | $145,877+155.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.49% | 30.22%-19.7pp | 27.11%-16.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,321 | $4,570-49.2% | $3,950-41.3% | $4,663-50.2% |
| Participant deferral / active EE | $6,695 | $6,963-3.8% | $6,278+6.6% | $6,691+0.1% |
| Admin fee / account holder | $46,983 | $12,095+288.5% | $10,419+350.9% | $13,402+250.6% |