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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 | $297,130 | $129,737+129.0% | $119,126+149.4% | $154,746+92.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 12.94% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,811 | $4,375-58.6% | $4,034-55.1% | $4,379-58.7% |
| Participant deferral / active EE | $15,142 | $5,842+159.2% | $5,318+184.7% | $6,730+125.0% |
| Admin fee / account holder | $4,972 | $11,961-58.4% | $10,693-53.5% | $14,365-65.4% |