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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 | $344,964 | $107,368+221.3% | $92,915+271.3% | $152,909+125.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 20.69% | 145.64%-125.0pp | 109.45%-88.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,555 | $4,222-63.2% | $3,653-57.4% | $4,764-67.4% |
| Participant deferral / active EE | $9,135 | $4,848+88.4% | $4,238+115.6% | $5,851+56.1% |
| Admin fee / account holder | $2,861 | $7,082-59.6% | $5,796-50.6% | $11,601-75.3% |