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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 | $347,411 | $111,830+210.7% | $93,696+270.8% | $145,884+138.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.93% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $731 | $3,093-76.4% | $2,422-69.8% | $4,662-84.3% |
| Participant deferral / active EE | $3,822 | $4,920-22.3% | $4,417-13.5% | $6,690-42.9% |
| Admin fee / account holder | $1,656 | $10,249-83.8% | $8,287-80.0% | $13,392-87.6% |