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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 | $254,298 | $149,778+69.8% | $118,946+113.8% | $158,950+60.0% |
| Participation rate | 61.9% | 82.1%-20.2pp | 75.4%-13.5pp | 82.0%-20.1pp |
| Annual return | 43.83% | 19.95%+23.9pp | 35.89%+7.9pp | 302.91%-259.1pp |
| Employer contribution / active EE | $983 | $4,117-76.1% | $3,263-69.9% | $4,762-79.4% |
| Participant deferral / active EE | $2,983 | $5,225-42.9% | $4,266-30.1% | $5,983-50.1% |
| Admin fee / account holder | $57,574 | $8,604+569.1% | $6,581+774.9% | $11,248+411.8% |