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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 | $339,525 | $129,737+161.7% | $119,126+185.0% | $154,746+119.4% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 15.71% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,504 | $4,375-19.9% | $4,034-13.1% | $4,379-20.0% |
| Participant deferral / active EE | $5,764 | $5,842-1.3% | $5,318+8.4% | $6,730-14.4% |
| Admin fee / account holder | $6,261 | $11,961-47.7% | $10,693-41.5% | $14,365-56.4% |