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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 | $358,529 | $110,410+224.7% | $102,437+250.0% | $145,897+145.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 12.46% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,988 | $4,217-29.2% | $3,871-22.8% | $4,663-35.9% |
| Participant deferral / active EE | $7,469 | $5,622+32.9% | $5,060+47.6% | $6,689+11.7% |
| Admin fee / account holder | $88,800 | $9,745+811.2% | $8,388+958.7% | $13,390+563.2% |