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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 | $320,830 | $138,072+132.4% | $123,549+159.7% | $135,382+137.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 15.38% | 153.69%-138.3pp | 119.20%-103.8pp | 519.77%-504.4pp |
| Employer contribution / active EE | $1,526 | $5,152-70.4% | $4,628-67.0% | $4,779-68.1% |
| Participant deferral / active EE | $2,600 | $6,799-61.8% | $6,426-59.5% | $5,609-53.6% |
| Admin fee / account holder | $955 | $10,917-91.3% | $9,284-89.7% | $10,829-91.2% |