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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 | $259,645 | $103,038+152.0% | $90,324+187.5% | $152,909+69.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 28.88% | 95.25%-66.4pp | 78.15%-49.3pp | 345.46%-316.6pp |
| Employer contribution / active EE | $600 | $3,141-80.9% | $2,856-79.0% | $4,764-87.4% |
| Participant deferral / active EE | $3,000 | $4,282-29.9% | $3,885-22.8% | $5,851-48.7% |
| Admin fee / account holder | $9,151 | $6,177+48.1% | $5,356+70.9% | $11,601-21.1% |