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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 | $305,161 | $182,442+67.3% | $163,379+86.8% | $138,895+119.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 13.34% | 72.74%-59.4pp | 63.41%-50.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,842 | $4,159-55.7% | $3,752-50.9% | $4,194-56.1% |
| Participant deferral / active EE | $3,665 | $6,817-46.2% | $6,282-41.7% | $6,396-42.7% |
| Admin fee / account holder | $57,431 | $10,396+452.5% | $9,818+485.0% | $12,562+357.2% |