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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 | $287,222 | $176,402+62.8% | $134,162+114.1% | $158,982+80.7% |
| Participation rate | 17.6% | 78.7%-61.1pp | 72.2%-54.5pp | 82.0%-64.3pp |
| Annual return | 14.67% | 63.66%-49.0pp | 36.35%-21.7pp | 302.99%-288.3pp |
| Employer contribution / active EE | $358 | $5,042-92.9% | $3,705-90.3% | $4,763-92.5% |
| Participant deferral / active EE | $1,593 | $4,093-61.1% | $3,500-54.5% | $5,983-73.4% |
| Admin fee / account holder | $2,203 | $8,719-74.7% | $6,685-67.0% | $11,252-80.4% |