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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 | $336,618 | $111,535+201.8% | $105,223+219.9% | $137,256+145.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 13.20% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,163 | $3,939-70.5% | $3,689-68.5% | $4,156-72.0% |
| Participant deferral / active EE | $9,434 | $5,500+71.5% | $5,072+86.0% | $6,407+47.2% |
| Admin fee / account holder | $739 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |