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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 | $298,277 | $106,247+180.7% | $96,515+209.0% | $139,466+113.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 23.61% | 38.47%-14.9pp | 35.73%-12.1pp | 373.66%-350.1pp |
| Employer contribution / active EE | $2,351 | $4,106-42.7% | $3,740-37.1% | $4,754-50.5% |
| Participant deferral / active EE | $5,441 | $5,456-0.3% | $4,880+11.5% | $6,712-18.9% |
| Admin fee / account holder | $619 | $7,885-92.1% | $6,735-90.8% | $11,409-94.6% |