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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 | $334,136 | $88,778+276.4% | $81,844+308.3% | $145,884+129.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.35% | 1033.03%-1016.7pp | 778.87%-762.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,420 | $3,087-54.0% | $2,916-51.3% | $4,662-69.5% |
| Participant deferral / active EE | $6,570 | $4,648+41.3% | $4,323+52.0% | $6,690-1.8% |
| Admin fee / account holder | $4,740 | $8,430-43.8% | $7,355-35.6% | $13,392-64.6% |