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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 | $126,113+192.0% | $116,096+217.2% | $155,188+137.3% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | 17.34% | 391.72%-374.4pp | 326.25%-308.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,167 | $2,672-18.9% | $2,503-13.5% | $4,248-49.0% |
| Participant deferral / active EE | $3,467 | $4,162-16.7% | $3,952-12.3% | $6,531-46.9% |
| Admin fee / account holder | $2,578 | $8,045-68.0% | $7,704-66.5% | $14,480-82.2% |