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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 | $296,690 | $154,754+91.7% | $124,206+138.9% | $138,895+113.6% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.6%-41.0pp | 79.9%-51.3pp |
| Annual return | 17.78% | 709.28%-691.5pp | 515.27%-497.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $338 | $4,446-92.4% | $3,540-90.4% | $4,194-91.9% |
| Participant deferral / active EE | $677 | $4,621-85.4% | $3,968-82.9% | $6,396-89.4% |
| Admin fee / account holder | $24,902 | $6,690+272.2% | $5,929+320.0% | $12,562+98.2% |