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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 | $265,311 | $85,024+212.0% | $70,544+276.1% | $139,466+90.2% |
| Participation rate | 30.8% | 73.9%-43.1pp | 68.4%-37.6pp | 80.3%-49.6pp |
| Annual return | 19.62% | 30.39%-10.8pp | 32.79%-13.2pp | 373.66%-354.0pp |
| Employer contribution / active EE | $740 | $3,912-81.1% | $2,976-75.1% | $4,754-84.4% |
| Participant deferral / active EE | $2,343 | $5,891-60.2% | $4,568-48.7% | $6,712-65.1% |
| Admin fee / account holder | $4,866 | $8,928-45.5% | $6,427-24.3% | $11,409-57.4% |