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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 | $372,945 | $99,995+273.0% | $85,063+338.4% | $145,978+155.5% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 24.84% | 83.99%-59.1pp | 66.54%-41.7pp | 550.52%-525.7pp |
| Employer contribution / active EE | $1,480 | $3,231-54.2% | $2,727-45.7% | $4,662-68.2% |
| Participant deferral / active EE | $1,768 | $5,295-66.6% | $4,523-60.9% | $6,690-73.6% |
| Admin fee / account holder | $2,455 | $7,255-66.2% | $6,155-60.1% | $13,400-81.7% |