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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 | $329,216 | $185,312+77.7% | $161,489+103.9% | $154,746+112.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 20.55% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,454 | $4,769-69.5% | $4,268-65.9% | $4,379-66.8% |
| Participant deferral / active EE | $5,111 | $6,350-19.5% | $5,630-9.2% | $6,730-24.1% |
| Admin fee / account holder | $5,000 | $18,654-73.2% | $16,006-68.8% | $14,365-65.2% |