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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 | $320,723 | $157,276+103.9% | $141,177+127.2% | $152,885+109.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 25.98% | 64.33%-38.4pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $974 | $5,262-81.5% | $4,736-79.4% | $4,763-79.5% |
| Participant deferral / active EE | $2,368 | $7,110-66.7% | $6,710-64.7% | $5,851-59.5% |
| Admin fee / account holder | $1,505 | $12,123-87.6% | $10,263-85.3% | $11,598-87.0% |