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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 | $346,876 | $100,938+243.7% | $90,461+283.5% | $158,982+118.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 15.72% | 1727.20%-1711.5pp | 1294.76%-1279.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,881 | $3,691-49.0% | $3,264-42.4% | $4,763-60.5% |
| Participant deferral / active EE | $6,399 | $4,350+47.1% | $3,964+61.4% | $5,983+6.9% |
| Admin fee / account holder | $28,629 | $6,510+339.8% | $5,617+409.7% | $11,252+154.4% |