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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 | $253,206 | $78,425+222.9% | $95,956+163.9% | $79,858+217.1% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 60.03% | 19.37%+40.7pp | 91.63%-31.6pp | 31.72%+28.3pp |
| Employer contribution / active EE | $844 | $1,945-56.6% | $2,541-66.8% | $2,471-65.9% |
| Participant deferral / active EE | $2,427 | $3,440-29.5% | $4,167-41.8% | $3,740-35.1% |
| Admin fee / account holder | $14,408 | $5,622+156.3% | $6,797+112.0% | $5,306+171.5% |