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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 | $294,120 | $165,381+77.8% | $149,730+96.4% | $158,966+85.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 23.07% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,212 | $5,104-76.2% | $4,645-73.9% | $4,762-74.5% |
| Participant deferral / active EE | $2,919 | $7,182-59.4% | $6,843-57.3% | $5,983-51.2% |
| Admin fee / account holder | $1,254 | $10,809-88.4% | $9,310-86.5% | $11,250-88.9% |