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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 | $279,784 | $110,830+152.4% | $86,625+223.0% | $167,553+67.0% |
| Participation rate | 58.3% | 75.8%-17.5pp | 71.6%-13.3pp | 82.1%-23.8pp |
| Annual return | 10.66% | 116.99%-106.3pp | 63.52%-52.9pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,196 | $3,245-63.1% | $2,496-52.1% | $4,840-75.3% |
| Participant deferral / active EE | $3,298 | $4,548-27.5% | $3,700-10.8% | $6,343-48.0% |
| Admin fee / account holder | $8,284 | $8,420-1.6% | $5,830+42.1% | $12,316-32.7% |