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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 | $334,955 | $99,652+236.1% | $78,778+325.2% | $147,586+127.0% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 14.41% | 47.28%-32.9pp | 35.62%-21.2pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,759 | $2,796-37.1% | $1,986-11.4% | $4,876-63.9% |
| Participant deferral / active EE | $6,729 | $3,664+83.7% | $2,958+127.5% | $5,439+23.7% |
| Admin fee / account holder | $322 | $7,155-95.5% | $5,134-93.7% | $10,886-97.0% |