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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 | $330,754 | $157,276+110.3% | $141,177+134.3% | $152,885+116.3% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 17.32% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,873 | $5,262-64.4% | $4,736-60.4% | $4,763-60.7% |
| Participant deferral / active EE | $4,089 | $7,110-42.5% | $6,710-39.1% | $5,851-30.1% |
| Admin fee / account holder | $2,598 | $12,123-78.6% | $10,263-74.7% | $11,598-77.6% |