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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 | $336,028 | $111,535+201.3% | $105,223+219.3% | $137,256+144.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.63% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,410 | $3,939-38.8% | $3,689-34.7% | $4,156-42.0% |
| Participant deferral / active EE | $16,357 | $5,500+197.4% | $5,072+222.5% | $6,407+155.3% |
| Admin fee / account holder | $3,252 | $9,721-66.6% | $8,859-63.3% | $12,270-73.5% |