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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 | $336,618 | $129,737+159.5% | $119,126+182.6% | $154,746+117.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 13.20% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,163 | $4,375-73.4% | $4,034-71.2% | $4,379-73.4% |
| Participant deferral / active EE | $9,434 | $5,842+61.5% | $5,318+77.4% | $6,730+40.2% |
| Admin fee / account holder | $739 | $11,961-93.8% | $10,693-93.1% | $14,365-94.9% |