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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 | $333,890 | $111,535+199.4% | $105,223+217.3% | $137,256+143.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 19.28% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,515 | $3,939-61.5% | $3,689-58.9% | $4,156-63.5% |
| Participant deferral / active EE | $3,938 | $5,500-28.4% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $8,807 | $9,721-9.4% | $8,859-0.6% | $12,270-28.2% |