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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 | $99,921+236.3% | $85,009+295.3% | $145,959+130.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 83.89%-67.9pp | 66.47%-50.4pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,183 | $3,233-63.4% | $2,728-56.7% | $4,661-74.6% |
| Participant deferral / active EE | $6,627 | $5,293+25.2% | $4,522+46.6% | $6,689-0.9% |
| Admin fee / account holder | $409 | $7,252-94.4% | $6,153-93.3% | $13,398-96.9% |