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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 | $332,024 | $150,412+120.7% | $120,574+175.4% | $145,884+127.6% |
| Participation rate | 41.7% | 78.8%-37.1pp | 71.9%-30.3pp | 80.3%-38.6pp |
| Annual return | 21.20% | 154.50%-133.3pp | 107.42%-86.2pp | 551.85%-530.7pp |
| Employer contribution / active EE | $1,255 | $4,355-71.2% | $3,471-63.8% | $4,662-73.1% |
| Participant deferral / active EE | $10,225 | $6,175+65.6% | $4,996+104.7% | $6,690+52.8% |
| Admin fee / account holder | $2,782 | $12,224-77.2% | $9,445-70.5% | $13,392-79.2% |