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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 | $382,623 | $112,933+238.8% | $90,970+320.6% | $158,982+140.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 18.17% | 215.82%-197.6pp | 134.60%-116.4pp | 302.99%-284.8pp |
| Employer contribution / active EE | $811 | $2,893-72.0% | $2,122-61.8% | $4,763-83.0% |
| Participant deferral / active EE | $2,487 | $4,128-39.7% | $3,373-26.3% | $5,983-58.4% |
| Admin fee / account holder | $1,877 | $8,047-76.7% | $5,961-68.5% | $11,252-83.3% |