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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 | $359,352 | $156,616+129.4% | $133,346+169.5% | $198,609+80.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 15.58% | 44.25%-28.7pp | 36.85%-21.3pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,962 | $3,368-41.7% | $2,853-31.2% | $5,055-61.2% |
| Participant deferral / active EE | $2,696 | $4,920-45.2% | $4,332-37.8% | $6,977-61.4% |
| Admin fee / account holder | $7,988 | $17,468-54.3% | $14,264-44.0% | $19,030-58.0% |