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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 | $364,074 | $100,073+263.8% | $85,126+327.7% | $145,877+149.6% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 84.11%-68.1pp | 66.63%-50.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,234 | $3,236-61.9% | $2,731-54.8% | $4,663-73.5% |
| Participant deferral / active EE | $7,560 | $5,294+42.8% | $4,523+67.1% | $6,691+13.0% |
| Admin fee / account holder | $69,093 | $7,261+851.6% | $6,160+1021.6% | $13,402+415.5% |