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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 | $285,282 | $67,823+320.6% | $52,425+444.2% | $137,256+107.8% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 15.14% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $560 | $1,163-51.8% | $914-38.7% | $4,156-86.5% |
| Participant deferral / active EE | $1,400 | $2,288-38.8% | $1,790-21.8% | $6,407-78.1% |
| Admin fee / account holder | $525 | $2,844-81.5% | $2,495-79.0% | $12,270-95.7% |