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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 | $316,059 | $104,664+202.0% | $85,693+268.8% | $167,518+88.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 15.44% | 21.45%-6.0pp | 21.49%-6.1pp | 478.71%-463.3pp |
| Employer contribution / active EE | $9,662 | $3,337+189.5% | $2,618+269.0% | $4,838+99.7% |
| Participant deferral / active EE | $9,662 | $4,824+100.3% | $3,923+146.3% | $6,342+52.3% |
| Admin fee / account holder | $2,038 | $10,032-79.7% | $6,874-70.3% | $12,312-83.4% |