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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 | $309,217 | $124,351+148.7% | $109,188+183.2% | $167,553+84.5% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 17.77% | 26.04%-8.3pp | 25.76%-8.0pp | 478.89%-461.1pp |
| Employer contribution / active EE | $969 | $4,210-77.0% | $3,723-74.0% | $4,840-80.0% |
| Participant deferral / active EE | $6,501 | $5,257+23.7% | $4,654+39.7% | $6,343+2.5% |
| Admin fee / account holder | $25,488 | $7,975+219.6% | $6,755+277.3% | $12,316+106.9% |