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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 | $125,778+168.7% | $114,563+195.0% | $154,746+118.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 14.02% | 295.14%-281.1pp | 241.09%-227.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $948 | $2,806-66.2% | $2,592-63.4% | $4,379-78.4% |
| Participant deferral / active EE | $7,835 | $4,445+76.3% | $4,142+89.2% | $6,730+16.4% |
| Admin fee / account holder | $16,284 | $8,190+98.8% | $7,623+113.6% | $14,365+13.4% |