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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 | $349,837 | $115,917+201.8% | $100,535+248.0% | $158,982+120.0% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.9pp | 82.0%-26.4pp |
| Annual return | 41.56% | 34.80%+6.8pp | 30.90%+10.7pp | 302.99%-261.4pp |
| Employer contribution / active EE | $2,737 | $4,105-33.3% | $3,419-19.9% | $4,763-42.5% |
| Participant deferral / active EE | $5,778 | $6,677-13.5% | $6,271-7.9% | $5,983-3.4% |
| Admin fee / account holder | $701 | $11,002-93.6% | $8,085-91.3% | $11,252-93.8% |