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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 | $338,319 | $181,062+86.9% | $158,223+113.8% | $155,188+118.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 19.94% | 57.39%-37.4pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,100 | $4,565-75.9% | $4,109-73.2% | $4,248-74.1% |
| Participant deferral / active EE | $3,212 | $6,134-47.6% | $5,467-41.2% | $6,531-50.8% |
| Admin fee / account holder | $2,222 | $18,825-88.2% | $16,047-86.2% | $14,480-84.7% |