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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 | $406,375 | $162,136+150.6% | $152,301+166.8% | $154,746+162.6% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 18.35% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,413 | $4,890-71.1% | $4,624-69.4% | $4,379-67.7% |
| Participant deferral / active EE | $7,420 | $8,341-11.0% | $8,004-7.3% | $6,730+10.2% |
| Admin fee / account holder | $5,792 | $15,759-63.2% | $14,398-59.8% | $14,365-59.7% |