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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 | $289,921 | $132,099+119.5% | $115,599+150.8% | $138,895+108.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 11.51% | 176.76%-165.2pp | 111.10%-99.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,268 | $3,416-62.9% | $2,955-57.1% | $4,194-69.8% |
| Participant deferral / active EE | $8,108 | $5,617+44.3% | $4,889+65.8% | $6,396+26.8% |
| Admin fee / account holder | $1,288 | $15,650-91.8% | $12,841-90.0% | $12,562-89.7% |