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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 | $396,448 | $129,737+205.6% | $119,126+232.8% | $154,746+156.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 18.36% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,570 | $4,375-18.4% | $4,034-11.5% | $4,379-18.5% |
| Participant deferral / active EE | $6,498 | $5,842+11.2% | $5,318+22.2% | $6,730-3.4% |
| Admin fee / account holder | $69,501 | $11,961+481.1% | $10,693+550.0% | $14,365+383.8% |