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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 | $407,705 | $111,535+265.5% | $105,223+287.5% | $137,256+197.0% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.7pp | 80.0%-64.6pp |
| Annual return | 13.75% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,171 | $3,939-70.3% | $3,689-68.2% | $4,156-71.8% |
| Participant deferral / active EE | $6,705 | $5,500+21.9% | $5,072+32.2% | $6,407+4.7% |
| Admin fee / account holder | $868 | $9,721-91.1% | $8,859-90.2% | $12,270-92.9% |