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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 | $296,746 | $111,535+166.1% | $105,223+182.0% | $137,256+116.2% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 19.20% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,249 | $3,939-42.9% | $3,689-39.0% | $4,156-45.9% |
| Participant deferral / active EE | $8,550 | $5,500+55.5% | $5,072+68.6% | $6,407+33.5% |
| Admin fee / account holder | $2,172 | $9,721-77.7% | $8,859-75.5% | $12,270-82.3% |