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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 | $347,658 | $165,361+110.2% | $149,715+132.2% | $158,950+118.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.23% | 348.24%-332.0pp | 276.66%-260.4pp | 302.91%-286.7pp |
| Employer contribution / active EE | $3,186 | $5,103-37.6% | $4,645-31.4% | $4,762-33.1% |
| Participant deferral / active EE | $6,200 | $7,182-13.7% | $6,842-9.4% | $5,983+3.6% |
| Admin fee / account holder | $1,177 | $10,808-89.1% | $9,310-87.4% | $11,248-89.5% |