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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 | $150,346+173.2% | $120,524+240.7% | $145,877+181.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.73% | 154.40%-142.7pp | 107.36%-95.6pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,871 | $4,353-57.0% | $3,469-46.1% | $4,663-59.9% |
| Participant deferral / active EE | $9,244 | $6,172+49.8% | $4,994+85.1% | $6,691+38.2% |
| Admin fee / account holder | $12,100 | $12,215-0.9% | $9,440+28.2% | $13,402-9.7% |