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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 | $392,144 | $111,535+251.6% | $105,223+272.7% | $137,256+185.7% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 19.45% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,236 | $3,939-43.3% | $3,689-39.4% | $4,156-46.2% |
| Participant deferral / active EE | $7,205 | $5,500+31.0% | $5,072+42.1% | $6,407+12.5% |
| Admin fee / account holder | $4,244 | $9,721-56.3% | $8,859-52.1% | $12,270-65.4% |