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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 | $292,933 | $102,696+185.2% | $86,235+239.7% | $139,487+110.0% |
| Participation rate | 21.4% | 74.5%-53.1pp | 69.0%-47.5pp | 80.3%-58.9pp |
| Annual return | 16.71% | 1925.91%-1909.2pp | 1170.03%-1153.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $685 | $3,034-77.4% | $2,381-71.2% | $4,755-85.6% |
| Participant deferral / active EE | $3,553 | $4,679-24.1% | $3,987-10.9% | $6,713-47.1% |
| Admin fee / account holder | $1,339 | $8,667-84.6% | $6,856-80.5% | $11,407-88.3% |