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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 | $260,441 | $111,535+133.5% | $105,223+147.5% | $137,256+89.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 13.76% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,479 | $3,939-62.5% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $4,654 | $5,500-15.4% | $5,072-8.2% | $6,407-27.4% |
| Admin fee / account holder | $2,596 | $9,721-73.3% | $8,859-70.7% | $12,270-78.8% |