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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 | $347,196 | $111,535+211.3% | $105,223+230.0% | $137,256+153.0% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 16.25% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,083 | $3,939-21.7% | $3,689-16.4% | $4,156-25.8% |
| Participant deferral / active EE | $7,345 | $5,500+33.5% | $5,072+44.8% | $6,407+14.6% |
| Admin fee / account holder | $4,722 | $9,721-51.4% | $8,859-46.7% | $12,270-61.5% |