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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 | $382,419 | $129,737+194.8% | $119,126+221.0% | $154,746+147.1% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 16.34% | 379.08%-362.7pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,661 | $4,375-39.2% | $4,034-34.0% | $4,379-39.2% |
| Participant deferral / active EE | $3,913 | $5,842-33.0% | $5,318-26.4% | $6,730-41.9% |
| Admin fee / account holder | $2,690 | $11,961-77.5% | $10,693-74.8% | $14,365-81.3% |