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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 | $351,717 | $196,972+78.6% | $182,262+93.0% | $198,609+77.1% |
| Participation rate | 58.3% | 85.7%-27.4pp | 84.2%-25.9pp | 82.4%-24.0pp |
| Annual return | 18.74% | 158.27%-139.5pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,600 | $5,364-70.2% | $5,046-68.3% | $5,055-68.4% |
| Participant deferral / active EE | $4,701 | $8,643-45.6% | $8,276-43.2% | $6,977-32.6% |
| Admin fee / account holder | $30,866 | $18,429+67.5% | $16,712+84.7% | $19,030+62.2% |