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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 | $112,915+238.9% | $90,965+320.6% | $158,950+140.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 18.17% | 215.75%-197.6pp | 134.57%-116.4pp | 302.91%-284.7pp |
| Employer contribution / active EE | $811 | $2,894-72.0% | $2,122-61.8% | $4,762-83.0% |
| Participant deferral / active EE | $2,487 | $4,128-39.8% | $3,373-26.3% | $5,983-58.4% |
| Admin fee / account holder | $1,877 | $8,044-76.7% | $5,960-68.5% | $11,248-83.3% |