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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 | $252,602 | $124,346+103.1% | $111,308+126.9% | $167,536+50.8% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 15.20% | 37.45%-22.3pp | 54.67%-39.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,849 | $3,437-17.1% | $2,732+4.3% | $4,839-41.1% |
| Participant deferral / active EE | $6,746 | $5,182+30.2% | $4,487+50.3% | $6,342+6.4% |
| Admin fee / account holder | $95,041 | $10,621+794.8% | $7,965+1093.2% | $12,315+671.8% |