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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 | $252,352 | $115,814+117.9% | $101,275+149.2% | $158,982+58.7% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 10.94% | 56.16%-45.2pp | 46.48%-35.5pp | 302.99%-292.0pp |
| Employer contribution / active EE | $817 | $4,176-80.4% | $3,660-77.7% | $4,763-82.8% |
| Participant deferral / active EE | $4,389 | $4,958-11.5% | $4,371+0.4% | $5,983-26.6% |
| Admin fee / account holder | $1,260 | $7,249-82.6% | $5,948-78.8% | $11,252-88.8% |