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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 | $285,077 | $129,737+119.7% | $119,126+139.3% | $154,746+84.2% |
| Participation rate | 35.3% | 78.9%-43.6pp | 75.8%-40.5pp | 80.7%-45.4pp |
| Annual return | 18.34% | 379.08%-360.7pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,685 | $4,375-61.5% | $4,034-58.2% | $4,379-61.5% |
| Participant deferral / active EE | $5,837 | $5,842-0.1% | $5,318+9.8% | $6,730-13.3% |
| Admin fee / account holder | $3,125 | $11,961-73.9% | $10,693-70.8% | $14,365-78.2% |