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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 | $336,041 | $100,073+235.8% | $85,126+294.8% | $145,877+130.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 84.11%-68.1pp | 66.63%-50.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,183 | $3,236-63.5% | $2,731-56.7% | $4,663-74.6% |
| Participant deferral / active EE | $6,627 | $5,294+25.2% | $4,523+46.5% | $6,691-1.0% |
| Admin fee / account holder | $409 | $7,261-94.4% | $6,160-93.4% | $13,402-96.9% |