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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 | $251,141 | $70,366+256.9% | $66,674+276.7% | $138,895+80.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.07% | 386.41%-372.3pp | 321.24%-307.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $721 | $2,765-73.9% | $2,620-72.5% | $4,194-82.8% |
| Participant deferral / active EE | $10,432 | $4,374+138.5% | $4,084+155.4% | $6,396+63.1% |
| Admin fee / account holder | $2,687 | $5,262-48.9% | $5,098-47.3% | $12,562-78.6% |