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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 | $114,119+204.2% | $107,187+223.9% | $138,895+150.0% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 79.9%-36.2pp |
| Annual return | 16.25% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,083 | $4,059-24.0% | $3,782-18.5% | $4,194-26.5% |
| Participant deferral / active EE | $7,345 | $5,538+32.6% | $5,096+44.1% | $6,396+14.8% |
| Admin fee / account holder | $4,722 | $10,024-52.9% | $9,162-48.5% | $12,562-62.4% |