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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 | $291,286 | $88,702+228.4% | $81,780+256.2% | $145,978+99.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 14.18% | 1029.12%-1014.9pp | 776.27%-762.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,993 | $3,084-35.4% | $2,914-31.6% | $4,662-57.2% |
| Participant deferral / active EE | $9,963 | $4,645+114.5% | $4,321+130.6% | $6,690+48.9% |
| Admin fee / account holder | $1,709 | $8,414-79.7% | $7,384-76.9% | $13,400-87.2% |