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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 | $367,855 | $67,823+442.4% | $52,425+601.7% | $137,256+168.0% |
| Participation rate | 26.1% | 63.9%-37.8pp | 55.6%-29.5pp | 80.0%-53.9pp |
| Annual return | 17.59% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.8pp |
| Employer contribution / active EE | $618 | $1,163-46.9% | $914-32.4% | $4,156-85.1% |
| Participant deferral / active EE | $2,636 | $2,288+15.2% | $1,790+47.2% | $6,407-58.9% |
| Admin fee / account holder | $3,230 | $2,844+13.6% | $2,495+29.4% | $12,270-73.7% |