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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 | $262,345 | $100,911+160.0% | $90,440+190.1% | $158,966+65.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 17.84% | 1726.62%-1708.8pp | 1294.38%-1276.5pp | 302.95%-285.1pp |
| Employer contribution / active EE | $537 | $3,690-85.4% | $3,263-83.5% | $4,762-88.7% |
| Participant deferral / active EE | $5,510 | $4,348+26.7% | $3,964+39.0% | $5,983-7.9% |
| Admin fee / account holder | $1,633 | $6,507-74.9% | $5,615-70.9% | $11,250-85.5% |