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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 | $387,186 | $67,823+470.9% | $52,425+638.6% | $137,256+182.1% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 13.86% | 219.11%-205.3pp | 302.12%-288.3pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,627 | $1,163+39.9% | $914+78.0% | $4,156-60.8% |
| Participant deferral / active EE | $8,000 | $2,288+249.7% | $1,790+346.8% | $6,407+24.9% |
| Admin fee / account holder | $4,265 | $2,844+50.0% | $2,495+70.9% | $12,270-65.2% |