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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 | $371,837 | $127,790+191.0% | $106,555+249.0% | $167,536+121.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 23.62% | 33.88%-10.3pp | 26.80%-3.2pp | 478.82%-455.2pp |
| Employer contribution / active EE | $1,002 | $3,428-70.8% | $2,819-64.5% | $4,839-79.3% |
| Participant deferral / active EE | $6,680 | $5,088+31.3% | $4,399+51.9% | $6,342+5.3% |
| Admin fee / account holder | $1,090 | $11,229-90.3% | $7,408-85.3% | $12,315-91.2% |