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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 | $114,119+197.4% | $107,187+216.7% | $138,895+144.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 17.17% | 273.21%-256.0pp | 204.55%-187.4pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,655 | $4,059-59.2% | $3,782-56.2% | $4,194-60.5% |
| Participant deferral / active EE | $9,350 | $5,538+68.8% | $5,096+83.5% | $6,396+46.2% |
| Admin fee / account holder | $3,901 | $10,024-61.1% | $9,162-57.4% | $12,562-69.0% |