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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 | $261,749 | $162,529+61.0% | $130,788+100.1% | $154,746+69.1% |
| Participation rate | 5.3% | 75.9%-70.6pp | 70.1%-64.8pp | 80.7%-75.4pp |
| Annual return | 17.46% | 510.48%-493.0pp | 386.44%-369.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $606 | $4,447-86.4% | $3,558-83.0% | $4,379-86.2% |
| Participant deferral / active EE | $781 | $4,808-83.8% | $4,137-81.1% | $6,730-88.4% |
| Admin fee / account holder | $1,027 | $7,669-86.6% | $6,673-84.6% | $14,365-92.9% |