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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 | $256,761 | $70,366+264.9% | $66,674+285.1% | $138,895+84.9% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.7%-50.6pp | 79.9%-56.8pp |
| Annual return | 18.96% | 386.41%-367.4pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $818 | $2,765-70.4% | $2,620-68.8% | $4,194-80.5% |
| Participant deferral / active EE | $5,393 | $4,374+23.3% | $4,084+32.1% | $6,396-15.7% |
| Admin fee / account holder | $381 | $5,262-92.8% | $5,098-92.5% | $12,562-97.0% |