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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 | $250,999 | $104,924+139.2% | $84,623+196.6% | $152,885+64.2% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.5%-68.2pp |
| Annual return | 25.53% | 373.82%-348.3pp | 258.77%-233.2pp | 345.39%-319.9pp |
| Employer contribution / active EE | $323 | $3,302-90.2% | $2,652-87.8% | $4,763-93.2% |
| Participant deferral / active EE | $3,571 | $4,689-23.8% | $3,899-8.4% | $5,851-39.0% |
| Admin fee / account holder | $359 | $6,242-94.2% | $4,913-92.7% | $11,598-96.9% |