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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 | $381,648 | $129,737+194.2% | $119,126+220.4% | $154,746+146.6% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 15.97% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,134 | $4,375-74.1% | $4,034-71.9% | $4,379-74.1% |
| Participant deferral / active EE | $2,640 | $5,842-54.8% | $5,318-50.4% | $6,730-60.8% |
| Admin fee / account holder | $3,169 | $11,961-73.5% | $10,693-70.4% | $14,365-77.9% |