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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 | $427,002 | $211,224+102.2% | $178,505+139.2% | $145,897+192.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.79% | 30.28%-17.5pp | 27.16%-14.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $9,013 | $4,577+96.9% | $3,955+127.9% | $4,663+93.3% |
| Participant deferral / active EE | $17,531 | $6,966+151.7% | $6,280+179.1% | $6,689+162.1% |
| Admin fee / account holder | $1,857 | $12,109-84.7% | $10,428-82.2% | $13,390-86.1% |