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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 | $334,825 | $111,535+200.2% | $105,223+218.2% | $137,256+143.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.94% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,055 | $3,939-47.8% | $3,689-44.3% | $4,156-50.6% |
| Participant deferral / active EE | $5,320 | $5,500-3.3% | $5,072+4.9% | $6,407-17.0% |
| Admin fee / account holder | $4,807 | $9,721-50.6% | $8,859-45.7% | $12,270-60.8% |