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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 | $339,428 | $129,737+161.6% | $119,126+184.9% | $154,746+119.3% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 17.17% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,655 | $4,375-62.2% | $4,034-59.0% | $4,379-62.2% |
| Participant deferral / active EE | $9,350 | $5,842+60.0% | $5,318+75.8% | $6,730+38.9% |
| Admin fee / account holder | $3,901 | $11,961-67.4% | $10,693-63.5% | $14,365-72.8% |