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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 | $252,129 | $100,139+151.8% | $85,187+196.0% | $145,884+72.8% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 10.64% | 84.15%-73.5pp | 66.67%-56.0pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,978 | $3,238-38.9% | $2,732-27.6% | $4,662-57.6% |
| Participant deferral / active EE | $6,046 | $5,296+14.2% | $4,525+33.6% | $6,690-9.6% |
| Admin fee / account holder | $934 | $7,262-87.1% | $6,162-84.8% | $13,392-93.0% |