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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 | $266,990 | $133,998+99.2% | $112,263+137.8% | $134,545+98.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 1.27% | 47.17%-45.9pp | 27.49%-26.2pp | 418.37%-417.1pp |
| Employer contribution / active EE | $3,320 | $4,040-17.8% | $3,636-8.7% | $4,742-30.0% |
| Participant deferral / active EE | $11,164 | $5,292+110.9% | $4,729+136.1% | $6,401+74.4% |
| Admin fee / account holder | $532 | $7,493-92.9% | $6,410-91.7% | $11,431-95.4% |