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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 | $322,482 | $70,366+358.3% | $66,674+383.7% | $138,895+132.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 13.67% | 386.41%-372.7pp | 321.24%-307.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,430 | $2,765+24.0% | $2,620+30.9% | $4,194-18.2% |
| Participant deferral / active EE | $17,375 | $4,374+297.2% | $4,084+325.4% | $6,396+171.6% |
| Admin fee / account holder | $2,430 | $5,262-53.8% | $5,098-52.3% | $12,562-80.7% |