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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 | $348,458 | $103,392+237.0% | $87,104+300.0% | $152,897+127.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 24.33% | 28.10%-3.8pp | 28.19%-3.9pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,461 | $3,221-23.6% | $2,521-2.4% | $4,764-48.3% |
| Participant deferral / active EE | $3,396 | $4,778-28.9% | $4,048-16.1% | $5,851-42.0% |
| Admin fee / account holder | $4,156 | $12,194-65.9% | $7,491-44.5% | $11,599-64.2% |