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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 | $333,296 | $100,073+233.1% | $85,126+291.5% | $145,877+128.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 24.12% | 84.11%-60.0pp | 66.63%-42.5pp | 551.28%-527.2pp |
| Employer contribution / active EE | $2,006 | $3,236-38.0% | $2,731-26.6% | $4,663-57.0% |
| Participant deferral / active EE | $10,035 | $5,294+89.5% | $4,523+121.9% | $6,691+50.0% |
| Admin fee / account holder | $4,141 | $7,261-43.0% | $6,160-32.8% | $13,402-69.1% |