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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 | $306,623 | $70,366+335.8% | $66,674+359.9% | $138,895+120.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.24% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,708 | $2,765-38.2% | $2,620-34.8% | $4,194-59.3% |
| Participant deferral / active EE | $7,590 | $4,374+73.5% | $4,084+85.8% | $6,396+18.7% |
| Admin fee / account holder | $1,205 | $5,262-77.1% | $5,098-76.4% | $12,562-90.4% |