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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 | $316,177 | $148,582+112.8% | $135,942+132.6% | $139,456+126.7% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 19.42% | 79.26%-59.8pp | 68.28%-48.9pp | 373.45%-354.0pp |
| Employer contribution / active EE | $1,006 | $5,245-80.8% | $4,858-79.3% | $4,753-78.8% |
| Participant deferral / active EE | $3,352 | $8,101-58.6% | $7,759-56.8% | $6,711-50.1% |
| Admin fee / account holder | $774 | $12,402-93.8% | $10,764-92.8% | $11,407-93.2% |