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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 | $344,365 | $108,882+216.3% | $96,754+255.9% | $154,746+122.5% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 14.81% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $900 | $3,018-70.2% | $2,679-66.4% | $4,379-79.5% |
| Participant deferral / active EE | $4,283 | $5,323-19.5% | $4,758-10.0% | $6,730-36.4% |
| Admin fee / account holder | $1,826 | $10,200-82.1% | $8,905-79.5% | $14,365-87.3% |