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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 | $292,990 | $111,535+162.7% | $105,223+178.4% | $137,256+113.5% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 14.83% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $980 | $3,939-75.1% | $3,689-73.4% | $4,156-76.4% |
| Participant deferral / active EE | $3,293 | $5,500-40.1% | $5,072-35.1% | $6,407-48.6% |
| Admin fee / account holder | $1,073 | $9,721-89.0% | $8,859-87.9% | $12,270-91.3% |