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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 | $418,176 | $157,296+165.9% | $141,191+196.2% | $152,897+173.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 30.80% | 64.34%-33.5pp | 71.41%-40.6pp | 345.43%-314.6pp |
| Employer contribution / active EE | $1,467 | $5,262-72.1% | $4,736-69.0% | $4,764-69.2% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $2,736 | $12,125-77.4% | $10,264-73.3% | $11,599-76.4% |