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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 | $304,999 | $211,288+44.4% | $178,540+70.8% | $145,884+109.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.70% | 30.27%-19.6pp | 27.15%-16.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,628 | $4,574-64.4% | $3,953-58.8% | $4,662-65.1% |
| Participant deferral / active EE | $7,889 | $6,967+13.2% | $6,281+25.6% | $6,690+17.9% |
| Admin fee / account holder | $292,713 | $12,105+2318.1% | $10,424+2708.0% | $13,392+2085.8% |