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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 | $305,548 | $114,119+167.7% | $107,187+185.1% | $138,895+120.0% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 21.05% | 273.21%-252.2pp | 204.55%-183.5pp | 145.39%-124.3pp |
| Employer contribution / active EE | $8,913 | $4,059+119.6% | $3,782+135.6% | $4,194+112.5% |
| Participant deferral / active EE | $6,710 | $5,538+21.2% | $5,096+31.7% | $6,396+4.9% |
| Admin fee / account holder | $7,771 | $10,024-22.5% | $9,162-15.2% | $12,562-38.1% |