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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 | $465,324 | $157,296+195.8% | $141,191+229.6% | $152,897+204.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.47% | 64.34%-43.9pp | 71.41%-50.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,854 | $5,262-45.8% | $4,736-39.7% | $4,764-40.1% |
| Participant deferral / active EE | $8,444 | $7,111+18.7% | $6,710+25.8% | $5,851+44.3% |
| Admin fee / account holder | $81,759 | $12,125+574.3% | $10,264+696.6% | $11,599+604.9% |