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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 | $310,818 | $111,535+178.7% | $105,223+195.4% | $137,256+126.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.57% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,530 | $3,939-61.2% | $3,689-58.5% | $4,156-63.2% |
| Participant deferral / active EE | $8,231 | $5,500+49.7% | $5,072+62.3% | $6,407+28.5% |
| Admin fee / account holder | $2,091 | $9,721-78.5% | $8,859-76.4% | $12,270-83.0% |