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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 | $330,210 | $112,112+194.5% | $95,956+244.1% | $158,950+107.7% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 15.82% | 171.15%-155.3pp | 91.63%-75.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $1,546 | $3,199-51.7% | $2,541-39.2% | $4,762-67.5% |
| Participant deferral / active EE | $3,456 | $4,784-27.8% | $4,167-17.0% | $5,983-42.2% |
| Admin fee / account holder | $13,264 | $10,134+30.9% | $6,797+95.2% | $11,248+17.9% |