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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 | $100,139+263.6% | $85,187+327.4% | $145,884+149.6% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 84.15%-68.1pp | 66.67%-50.6pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,234 | $3,238-61.9% | $2,732-54.8% | $4,662-73.5% |
| Participant deferral / active EE | $7,560 | $5,296+42.8% | $4,525+67.1% | $6,690+13.0% |
| Admin fee / account holder | $69,093 | $7,262+851.4% | $6,162+1021.3% | $13,392+415.9% |