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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 | $368,207 | $125,778+192.7% | $114,563+221.4% | $154,746+137.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 17.34% | 295.14%-277.8pp | 241.09%-223.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,167 | $2,806-22.8% | $2,592-16.4% | $4,379-50.5% |
| Participant deferral / active EE | $3,467 | $4,445-22.0% | $4,142-16.3% | $6,730-48.5% |
| Admin fee / account holder | $2,578 | $8,190-68.5% | $7,623-66.2% | $14,365-82.1% |