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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 | $286,779 | $65,575+337.3% | $86,209+232.7% | $75,181+281.5% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 32.19% | 46.07%-13.9pp | 1169.05%-1136.9pp | 160.69%-128.5pp |
| Employer contribution / active EE | $1,492 | $1,553-4.0% | $2,381-37.4% | $2,671-44.1% |
| Participant deferral / active EE | $4,322 | $3,023+42.9% | $3,986+8.4% | $4,126+4.8% |
| Admin fee / account holder | $847 | $5,470-84.5% | $6,853-87.6% | $5,650-85.0% |