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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 | $320,797 | $108,897+194.6% | $100,378+219.6% | $145,877+119.9% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 17.25% | 58.17%-40.9pp | 49.41%-32.2pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,821 | $4,420-58.8% | $3,942-53.8% | $4,663-60.9% |
| Participant deferral / active EE | $11,059 | $8,455+30.8% | $8,087+36.7% | $6,691+65.3% |
| Admin fee / account holder | $4,127 | $9,690-57.4% | $7,899-47.8% | $13,402-69.2% |