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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 | $297,130 | $111,535+166.4% | $105,223+182.4% | $137,256+116.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 12.94% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,811 | $3,939-54.0% | $3,689-50.9% | $4,156-56.4% |
| Participant deferral / active EE | $15,142 | $5,500+175.3% | $5,072+198.6% | $6,407+136.3% |
| Admin fee / account holder | $4,972 | $9,721-48.9% | $8,859-43.9% | $12,270-59.5% |