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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 | $389,348 | $199,109+95.5% | $173,730+124.1% | $154,746+151.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 11.92% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,468 | $5,311-72.4% | $4,577-67.9% | $4,379-66.5% |
| Participant deferral / active EE | $12,770 | $7,113+79.5% | $6,326+101.9% | $6,730+89.7% |
| Admin fee / account holder | $5,215 | $20,916-75.1% | $17,523-70.2% | $14,365-63.7% |