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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 | $360,851 | $67,823+432.0% | $52,425+588.3% | $137,256+162.9% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 21.26% | 219.11%-197.8pp | 302.12%-280.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $800 | $1,163-31.2% | $914-12.5% | $4,156-80.8% |
| Participant deferral / active EE | $10,333 | $2,288+351.6% | $1,790+477.1% | $6,407+61.3% |
| Admin fee / account holder | $1,043 | $2,844-63.3% | $2,495-58.2% | $12,270-91.5% |