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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 | $410,678 | $150,197+173.4% | $120,368+241.2% | $145,959+181.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.73% | 154.26%-142.5pp | 107.26%-95.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,871 | $4,350-57.0% | $3,465-46.0% | $4,661-59.9% |
| Participant deferral / active EE | $9,244 | $6,174+49.7% | $4,991+85.2% | $6,689+38.2% |
| Admin fee / account holder | $12,100 | $12,216-1.0% | $9,429+28.3% | $13,398-9.7% |