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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 | $286,209 | $116,360+146.0% | $65,566+336.5% | $139,466+105.2% |
| Participation rate | 66.7% | 67.8%-1.1pp | 64.9%+1.7pp | 80.3%-13.7pp |
| Annual return | 7.81% | 31.23%-23.4pp | 47.40%-39.6pp | 373.66%-365.9pp |
| Employer contribution / active EE | $821 | $2,600-68.4% | $1,692-51.5% | $4,754-82.7% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $2,832+323.7% | $6,712+78.8% |
| Admin fee / account holder | $3,578 | $6,701-46.6% | $4,114-13.0% | $11,409-68.6% |