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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 | $301,234 | $102,595+193.6% | $94,057+220.3% | $154,746+94.7% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 18.62% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,972 | $3,147-5.6% | $2,933+1.3% | $4,379-32.1% |
| Participant deferral / active EE | $13,341 | $5,118+160.7% | $4,709+183.3% | $6,730+98.2% |
| Admin fee / account holder | $1,767 | $7,736-77.2% | $7,244-75.6% | $14,365-87.7% |