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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 | $332,427 | $29,319+1033.8% | $52,425+534.1% | $82,448+303.2% |
| Participation rate | 16.2% | 46.9%-30.7pp | 55.6%-39.4pp | 68.1%-51.9pp |
| Annual return | 14.91% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $477 | $586-18.7% | $914-47.9% | $2,551-81.3% |
| Participant deferral / active EE | $1,340 | $1,171+14.4% | $1,790-25.1% | $4,139-67.6% |
| Admin fee / account holder | $11,707 | $1,962+496.6% | $2,495+369.2% | $7,234+61.8% |