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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 | $327,717 | $108,285+202.6% | $77,552+322.6% | $158,982+106.1% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 39.31% | 31.69%+7.6pp | 54.82%-15.5pp | 302.99%-263.7pp |
| Employer contribution / active EE | $739 | $1,325-44.2% | $987-25.1% | $4,763-84.5% |
| Participant deferral / active EE | $3,173 | $2,455+29.2% | $1,861+70.5% | $5,983-47.0% |
| Admin fee / account holder | $1,355 | $3,709-63.5% | $2,859-52.6% | $11,252-88.0% |