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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 | $332,514 | $183,516+81.2% | $155,534+113.8% | $145,884+127.9% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 9.91% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,124 | $5,315-78.9% | $4,675-76.0% | $4,662-75.9% |
| Participant deferral / active EE | $3,625 | $6,467-43.9% | $5,630-35.6% | $6,690-45.8% |
| Admin fee / account holder | $1,431 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |