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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 | $310,718 | $97,125+219.9% | $86,233+260.3% | $137,256+126.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 11.94% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $283 | $2,841-90.0% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $7,857 | $5,180+51.7% | $4,559+72.3% | $6,407+22.6% |
| Admin fee / account holder | $10,435 | $9,725+7.3% | $8,342+25.1% | $12,270-15.0% |