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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 | $417,875 | $111,878+273.5% | $93,727+345.8% | $145,897+186.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 15.45% | 204.28%-188.8pp | 133.83%-118.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,203 | $3,092-61.1% | $2,421-50.3% | $4,663-74.2% |
| Participant deferral / active EE | $12,081 | $4,920+145.5% | $4,417+173.5% | $6,689+80.6% |
| Admin fee / account holder | $3,560 | $10,256-65.3% | $8,292-57.1% | $13,390-73.4% |