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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 | $290,481 | $102,696+182.9% | $86,235+236.8% | $139,487+108.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 15.22% | 1925.91%-1910.7pp | 1170.03%-1154.8pp | 373.84%-358.6pp |
| Employer contribution / active EE | $1,415 | $3,034-53.4% | $2,381-40.6% | $4,755-70.2% |
| Participant deferral / active EE | $8,108 | $4,679+73.3% | $3,987+103.4% | $6,713+20.8% |
| Admin fee / account holder | $4,773 | $8,667-44.9% | $6,856-30.4% | $11,407-58.2% |