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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 | $429,691 | $108,882+294.6% | $96,754+344.1% | $154,746+177.7% |
| Participation rate | 9.1% | 75.1%-66.0pp | 70.3%-61.2pp | 80.7%-71.6pp |
| Annual return | 12.17% | 98.39%-86.2pp | 82.04%-69.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $849 | $3,018-71.9% | $2,679-68.3% | $4,379-80.6% |
| Participant deferral / active EE | $2,818 | $5,323-47.1% | $4,758-40.8% | $6,730-58.1% |
| Admin fee / account holder | $3,576 | $10,200-64.9% | $8,905-59.8% | $14,365-75.1% |