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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 | $417,672 | $82,674+405.2% | $125,381+233.1% | $68,486+509.9% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | 70.99% | -5.97%+77.0pp | 572.31%-501.3pp | -7.85%+78.8pp |
| Employer contribution / active EE | $2,061 | $3,382-39.1% | $4,815-57.2% | $2,597-20.6% |
| Participant deferral / active EE | $3,808 | $6,111-37.7% | $7,448-48.9% | $4,028-5.4% |
| Admin fee / account holder | $2,068 | $6,277-67.1% | $10,007-79.3% | $5,404-61.7% |