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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 | $267,540 | $101,063+164.7% | $81,473+228.4% | $147,586+81.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 19.24% | 32.41%-13.2pp | 38.78%-19.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $635 | $3,206-80.2% | $2,568-75.3% | $4,876-87.0% |
| Participant deferral / active EE | $11,050 | $4,242+160.5% | $3,537+212.4% | $5,439+103.2% |
| Admin fee / account holder | $2,447 | $5,812-57.9% | $4,561-46.3% | $10,886-77.5% |