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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 | $306,337 | $111,535+174.7% | $105,223+191.1% | $137,256+123.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 21.67% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $11,060 | $3,939+180.7% | $3,689+199.8% | $4,156+166.1% |
| Participant deferral / active EE | $4,123 | $5,500-25.0% | $5,072-18.7% | $6,407-35.6% |
| Admin fee / account holder | $4,196 | $9,721-56.8% | $8,859-52.6% | $12,270-65.8% |