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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 | $337,927 | $126,113+168.0% | $116,096+191.1% | $155,188+117.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 73.3%-48.3pp | 80.8%-55.8pp |
| Annual return | 14.02% | 391.72%-377.7pp | 326.25%-312.2pp | 148.84%-134.8pp |
| Employer contribution / active EE | $948 | $2,672-64.5% | $2,503-62.1% | $4,248-77.7% |
| Participant deferral / active EE | $7,835 | $4,162+88.2% | $3,952+98.3% | $6,531+20.0% |
| Admin fee / account holder | $16,284 | $8,045+102.4% | $7,704+111.4% | $14,480+12.5% |