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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 | $411,772 | $99,921+312.1% | $85,009+384.4% | $145,959+182.1% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 11.33% | 83.89%-72.6pp | 66.47%-55.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $451 | $3,233-86.0% | $2,728-83.5% | $4,661-90.3% |
| Participant deferral / active EE | $9,273 | $5,293+75.2% | $4,522+105.1% | $6,689+38.6% |
| Admin fee / account holder | $4,341 | $7,252-40.1% | $6,153-29.4% | $13,398-67.6% |