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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 | $279,112 | $125,193+122.9% | $105,591+164.3% | $145,978+91.2% |
| Participation rate | 31.6% | 77.6%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 12.31% | 225.53%-213.2pp | 116.43%-104.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $981 | $3,718-73.6% | $3,166-69.0% | $4,662-79.0% |
| Participant deferral / active EE | $3,308 | $5,708-42.1% | $5,008-34.0% | $6,690-50.6% |
| Admin fee / account holder | $11,051 | $17,277-36.0% | $11,024+0.2% | $13,400-17.5% |