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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 | $440,432 | $69,252+536.0% | $64,099+587.1% | $139,456+215.8% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 17.95% | 45.89%-27.9pp | 33.70%-15.8pp | 373.45%-355.5pp |
| Employer contribution / active EE | $486 | $3,184-84.7% | $2,748-82.3% | $4,753-89.8% |
| Participant deferral / active EE | $3,053 | $4,683-34.8% | $3,881-21.3% | $6,711-54.5% |
| Admin fee / account holder | $2,810 | $4,248-33.8% | $3,070-8.5% | $11,407-75.4% |