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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 | $347,137 | $114,119+204.2% | $107,187+223.9% | $138,895+149.9% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 11.95% | 273.21%-261.3pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,622 | $4,059-60.0% | $3,782-57.1% | $4,194-61.3% |
| Participant deferral / active EE | $3,994 | $5,538-27.9% | $5,096-21.6% | $6,396-37.6% |
| Admin fee / account holder | $33,538 | $10,024+234.6% | $9,162+266.0% | $12,562+167.0% |