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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 | $369,148 | $111,535+231.0% | $105,223+250.8% | $137,256+168.9% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 13.94% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,906 | $3,939-26.2% | $3,689-21.2% | $4,156-30.1% |
| Participant deferral / active EE | $1,624 | $5,500-70.5% | $5,072-68.0% | $6,407-74.7% |
| Admin fee / account holder | $83,573 | $9,721+759.7% | $8,859+843.4% | $12,270+581.1% |