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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 | $283,127 | $166,131+70.4% | $164,975+71.6% | $145,877+94.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.10% | 100.37%-89.3pp | 70.12%-59.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,406 | $5,276-73.4% | $4,343-67.6% | $4,663-69.9% |
| Participant deferral / active EE | $2,785 | $6,962-60.0% | $6,033-53.8% | $6,691-58.4% |
| Admin fee / account holder | $16,861 | $16,648+1.3% | $12,688+32.9% | $13,402+25.8% |