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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 | $320,255 | $70,366+355.1% | $66,674+380.3% | $138,895+130.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 16.58% | 386.41%-369.8pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $824 | $2,765-70.2% | $2,620-68.5% | $4,194-80.3% |
| Participant deferral / active EE | $2,611 | $4,374-40.3% | $4,084-36.1% | $6,396-59.2% |
| Admin fee / account holder | $2,611 | $5,262-50.4% | $5,098-48.8% | $12,562-79.2% |