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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 | $330,451 | $157,276+110.1% | $141,177+134.1% | $152,885+116.1% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 16.25% | 64.33%-48.1pp | 71.40%-55.2pp | 345.39%-329.1pp |
| Employer contribution / active EE | $3,460 | $5,262-34.2% | $4,736-26.9% | $4,763-27.4% |
| Participant deferral / active EE | $10,535 | $7,110+48.2% | $6,710+57.0% | $5,851+80.1% |
| Admin fee / account holder | $3,431 | $12,123-71.7% | $10,263-66.6% | $11,598-70.4% |