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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 | $254,078 | $129,737+95.8% | $119,126+113.3% | $154,746+64.2% |
| Participation rate | 39.1% | 78.9%-39.7pp | 75.8%-36.6pp | 80.7%-41.6pp |
| Annual return | 11.92% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,698 | $4,375-61.2% | $4,034-57.9% | $4,379-61.2% |
| Participant deferral / active EE | $3,268 | $5,842-44.1% | $5,318-38.5% | $6,730-51.4% |
| Admin fee / account holder | $1,186 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |