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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 | $296,632 | $102,429+189.6% | $147,096+101.7% | $80,925+266.6% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 17.62% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,252 | $3,716-66.3% | $4,936-74.6% | $2,756-54.6% |
| Participant deferral / active EE | $3,407 | $6,649-48.8% | $8,071-57.8% | $4,299-20.7% |
| Admin fee / account holder | $42,480 | $7,957+433.9% | $13,005+226.6% | $6,940+512.1% |