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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 | $379,322 | $110,551+243.1% | $80,741+369.8% | $167,518+126.4% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | 12.10% | 120.57%-108.5pp | 87.30%-75.2pp | 478.71%-466.6pp |
| Employer contribution / active EE | $143 | $1,543-90.7% | $1,160-87.7% | $4,838-97.0% |
| Participant deferral / active EE | $179 | $2,870-93.8% | $2,145-91.7% | $6,342-97.2% |
| Admin fee / account holder | $3,947 | $4,547-13.2% | $3,380+16.8% | $12,312-67.9% |