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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 | $454,040 | $111,787+306.2% | $93,681+384.7% | $145,978+211.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 21.30% | 203.52%-182.2pp | 133.47%-112.2pp | 550.52%-529.2pp |
| Employer contribution / active EE | $1,169 | $3,093-62.2% | $2,422-51.7% | $4,662-74.9% |
| Participant deferral / active EE | $6,052 | $4,918+23.1% | $4,415+37.1% | $6,690-9.5% |
| Admin fee / account holder | $2,269 | $10,256-77.9% | $8,290-72.6% | $13,400-83.1% |