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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 | $383,140 | $72,071+431.6% | $68,368+460.4% | $137,256+179.1% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 15.93% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $470 | $2,788-83.2% | $2,649-82.3% | $4,156-88.7% |
| Participant deferral / active EE | $2,242 | $4,410-49.2% | $4,123-45.6% | $6,407-65.0% |
| Admin fee / account holder | $974 | $5,336-81.8% | $5,150-81.1% | $12,270-92.1% |