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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 | $336,977 | $183,627+83.5% | $155,602+116.6% | $145,978+130.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.98% | 61.32%-40.3pp | 64.81%-43.8pp | 550.52%-529.5pp |
| Employer contribution / active EE | $2,726 | $5,316-48.7% | $4,675-41.7% | $4,662-41.5% |
| Participant deferral / active EE | $3,256 | $6,466-49.6% | $5,629-42.1% | $6,690-51.3% |
| Admin fee / account holder | $1,309 | $19,327-93.2% | $15,923-91.8% | $13,400-90.2% |