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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 | $354,177 | $157,296+125.2% | $141,191+150.8% | $152,897+131.6% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $4,574 | $5,262-13.1% | $4,736-3.4% | $4,764-4.0% |
| Participant deferral / active EE | $3,118 | $7,111-56.1% | $6,710-53.5% | $5,851-46.7% |
| Admin fee / account holder | $456 | $12,125-96.2% | $10,264-95.6% | $11,599-96.1% |