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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 | $334,350 | $129,737+157.7% | $119,126+180.7% | $154,746+116.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 15.24% | 379.08%-363.8pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,717 | $4,375-60.8% | $4,034-57.4% | $4,379-60.8% |
| Participant deferral / active EE | $7,177 | $5,842+22.9% | $5,318+35.0% | $6,730+6.6% |
| Admin fee / account holder | $3,289 | $11,961-72.5% | $10,693-69.2% | $14,365-77.1% |