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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 | $293,700 | $111,785+162.7% | $93,669+213.6% | $145,877+101.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.01% | 203.79%-190.8pp | 133.59%-120.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $842 | $3,096-72.8% | $2,424-65.3% | $4,663-81.9% |
| Participant deferral / active EE | $2,917 | $4,919-40.7% | $4,416-33.9% | $6,691-56.4% |
| Admin fee / account holder | $14,453 | $10,256+40.9% | $8,291+74.3% | $13,402+7.8% |