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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 | $349,559 | $67,823+415.4% | $52,425+566.8% | $137,256+154.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 18.33% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,099 | $1,163-5.5% | $914+20.2% | $4,156-73.6% |
| Participant deferral / active EE | $4,277 | $2,288+86.9% | $1,790+138.9% | $6,407-33.2% |
| Admin fee / account holder | $2,000 | $2,844-29.7% | $2,495-19.8% | $12,270-83.7% |