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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 | $325,559 | $111,535+191.9% | $105,223+209.4% | $137,256+137.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 19.01% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,335 | $3,939-40.7% | $3,689-36.7% | $4,156-43.8% |
| Participant deferral / active EE | $13,927 | $5,500+153.2% | $5,072+174.6% | $6,407+117.4% |
| Admin fee / account holder | $2,653 | $9,721-72.7% | $8,859-70.0% | $12,270-78.4% |