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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 | $396,584 | $100,073+296.3% | $85,126+365.9% | $145,877+171.9% |
| Participation rate | 15.0% | 74.1%-59.1pp | 67.5%-52.5pp | 80.3%-65.3pp |
| Annual return | 12.60% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $658 | $3,236-79.7% | $2,731-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $2,407 | $5,294-54.5% | $4,523-46.8% | $6,691-64.0% |
| Admin fee / account holder | $3,131 | $7,261-56.9% | $6,160-49.2% | $13,402-76.6% |