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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 | $392,456 | $176,786+122.0% | $146,643+167.6% | $167,536+134.3% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 11.54% | 24.04%-12.5pp | 22.75%-11.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,290 | $5,161-55.6% | $4,137-44.7% | $4,839-52.7% |
| Participant deferral / active EE | $9,248 | $6,440+43.6% | $5,506+68.0% | $6,342+45.8% |
| Admin fee / account holder | $43,421 | $13,262+227.4% | $10,280+322.4% | $12,315+252.6% |