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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 | $365,198 | $111,878+226.4% | $93,727+289.6% | $145,897+150.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 13.69% | 204.28%-190.6pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,343 | $3,092-56.6% | $2,421-44.6% | $4,663-71.2% |
| Participant deferral / active EE | $7,752 | $4,920+57.5% | $4,417+75.5% | $6,689+15.9% |
| Admin fee / account holder | $10,886 | $10,256+6.1% | $8,292+31.3% | $13,390-18.7% |