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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 | $256,433 | $129,217+98.5% | $93,406+174.5% | $158,950+61.3% |
| Participation rate | 28.6% | 71.0%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 8.64% | 118.21%-109.6pp | 78.05%-69.4pp | 302.91%-294.3pp |
| Employer contribution / active EE | $876 | $2,711-67.7% | $2,075-57.8% | $4,762-81.6% |
| Participant deferral / active EE | $5,543 | $3,909+41.8% | $3,126+77.3% | $5,983-7.4% |
| Admin fee / account holder | $2,853 | $7,383-61.4% | $5,230-45.4% | $11,248-74.6% |