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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 | $327,337 | $232,540+40.8% | $185,117+76.8% | $147,586+121.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 9.61% | 43.03%-33.4pp | 40.50%-30.9pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,240 | $5,195-56.9% | $4,182-46.4% | $4,876-54.1% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $1,233 | $10,275-88.0% | $8,159-84.9% | $10,886-88.7% |