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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 | $305,483 | $112,933+170.5% | $90,970+235.8% | $158,982+92.1% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 21.82% | 215.82%-194.0pp | 134.60%-112.8pp | 302.99%-281.2pp |
| Employer contribution / active EE | $785 | $2,893-72.9% | $2,122-63.0% | $4,763-83.5% |
| Participant deferral / active EE | $7,203 | $4,128+74.5% | $3,373+113.5% | $5,983+20.4% |
| Admin fee / account holder | $4,567 | $8,047-43.2% | $5,961-23.4% | $11,252-59.4% |