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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 | $267,694 | $69,252+286.6% | $64,099+317.6% | $139,456+92.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 19.53% | 45.89%-26.4pp | 33.70%-14.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,318 | $3,184-58.6% | $2,748-52.0% | $4,753-72.3% |
| Participant deferral / active EE | $10,326 | $4,683+120.5% | $3,881+166.0% | $6,711+53.9% |
| Admin fee / account holder | $594 | $4,248-86.0% | $3,070-80.7% | $11,407-94.8% |