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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 | $280,207 | $27,943+902.8% | $58,507+378.9% | $75,177+272.7% |
| Participation rate | 7.4% | 38.8%-31.4pp | 50.9%-43.5pp | 67.2%-59.8pp |
| Annual return | 15.33% | 44.22%-28.9pp | 4252.32%-4237.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $301 | $670-55.0% | $1,053-71.4% | $2,671-88.7% |
| Participant deferral / active EE | $1,604 | $1,202+33.4% | $1,922-16.6% | $4,126-61.1% |
| Admin fee / account holder | $2,535 | $1,727+46.8% | $2,486+2.0% | $5,651-55.1% |