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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 | $371,757 | $52,353+610.1% | $120,225+209.2% | $82,448+350.9% |
| Participation rate | 18.9% | 58.3%-39.4pp | 69.6%-50.7pp | 68.1%-49.1pp |
| Annual return | 14.42% | 61.85%-47.4pp | 439.23%-424.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $242 | $1,510-84.0% | $3,475-93.0% | $2,551-90.5% |
| Participant deferral / active EE | $2,073 | $2,627-21.1% | $3,999-48.2% | $4,139-49.9% |
| Admin fee / account holder | $12,553 | $4,363+187.8% | $5,696+120.4% | $7,234+73.5% |