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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 | $299,344 | $111,878+167.6% | $93,727+219.4% | $145,897+105.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.18% | 204.28%-190.1pp | 133.83%-119.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $887 | $3,092-71.3% | $2,421-63.4% | $4,663-81.0% |
| Participant deferral / active EE | $5,185 | $4,920+5.4% | $4,417+17.4% | $6,689-22.5% |
| Admin fee / account holder | $966 | $10,256-90.6% | $8,292-88.4% | $13,390-92.8% |