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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 | $383,219 | $111,878+242.5% | $93,727+308.9% | $145,897+162.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.62% | 204.28%-192.7pp | 133.83%-122.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $964 | $3,092-68.8% | $2,421-60.2% | $4,663-79.3% |
| Participant deferral / active EE | $6,162 | $4,920+25.2% | $4,417+39.5% | $6,689-7.9% |
| Admin fee / account holder | $3,299 | $10,256-67.8% | $8,292-60.2% | $13,390-75.4% |