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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 | $281,970 | $111,535+152.8% | $105,223+168.0% | $137,256+105.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.51% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,933 | $3,939-25.6% | $3,689-20.5% | $4,156-29.4% |
| Participant deferral / active EE | $2,580 | $5,500-53.1% | $5,072-49.1% | $6,407-59.7% |
| Admin fee / account holder | $3,846 | $9,721-60.4% | $8,859-56.6% | $12,270-68.7% |