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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 | $304,459 | $114,119+166.8% | $107,187+184.0% | $138,895+119.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 16.26% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,584 | $4,059-61.0% | $3,782-58.1% | $4,194-62.2% |
| Participant deferral / active EE | $3,035 | $5,538-45.2% | $5,096-40.5% | $6,396-52.6% |
| Admin fee / account holder | $1,095 | $10,024-89.1% | $9,162-88.0% | $12,562-91.3% |