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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 | $349,376 | $111,535+213.2% | $105,223+232.0% | $137,256+154.5% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 20.07% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $968 | $3,939-75.4% | $3,689-73.8% | $4,156-76.7% |
| Participant deferral / active EE | $8,457 | $5,500+53.8% | $5,072+66.7% | $6,407+32.0% |
| Admin fee / account holder | $912 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |