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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 | $444,615 | $148,623+199.2% | $135,974+227.0% | $139,466+218.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.57% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,867 | $5,246-64.4% | $4,859-61.6% | $4,754-60.7% |
| Participant deferral / active EE | $7,189 | $8,103-11.3% | $7,760-7.4% | $6,712+7.1% |
| Admin fee / account holder | $79,414 | $12,406+540.1% | $10,767+637.6% | $11,409+596.1% |