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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 | $325,458 | $72,426+349.4% | $67,560+381.7% | $145,897+123.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 17.65% | 7226.78%-7209.1pp | 3533.50%-3515.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,049 | $3,074-65.9% | $2,737-61.7% | $4,663-77.5% |
| Participant deferral / active EE | $1,657 | $4,785-65.4% | $4,004-58.6% | $6,689-75.2% |
| Admin fee / account holder | $785 | $5,514-85.8% | $3,994-80.3% | $13,390-94.1% |